GROWING AND PROTECTING YOUR WEALTH
What does wealth and prosperity mean to you? Some people say that to them it means security and peace, others say it means having time to do the things they find most rewarding, and some associate wealth and prosperity with having money or being able to buy whatever they want. The answers usually fall into two categories: money and life.
I'm excited to get to know you and understand what in life is most important to you. By understanding your values, goals and aspirations, we chart a course that makes you feel confident, motivated and joyful. By developing a tailored strategy to help consolidate, grow and protect your wealth, my goal is to get you closer to those things in life that you care most about. That doesn't end at a given point. For me, client relationships are long-term.
My husband, Jeff, and I enjoy boating, traveling and dining out. We have two adult children and four grandchildren. We also have Stella, our rescued Australian Shephard mix who loves to swim.
After 10 years at Lincoln Financial Group in their Retirement Plan Services division, I found in Edward Jones a company that mirrored my values of serving others with integrity, compassion and teamwork. I have earned the ChFC® designation which focuses on planning for both business and individual retirement needs, income taxation, risk management and insurance, estate and gift-tax strategies, and contemporary financial strategy applications. ChFC® designees are committed to professional and ethical best practices and must recertify this commitment annually.
If you are ready for a better understanding of how your money will support your lifestyle – contact us today. We'd love to hear from you.
- Wealth Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Divorce Finances
- Insurance & Annuities
My Personal Interests
- Fine Dining
- Spending Time with Family
Phone NumberJoan Van Allen at (815) 227-4301
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