When I reached a pivotal milestone birthday back in 2014, I decided it was time to leave my very comfortable, 27-year career at a Fortune 500 company. I was selling high-end servers and software, and it was not fulfilling my lifelong passion of helping and serving others.
The first step in my new journey was to seek out a financial advisor who could help me and my husband fully understand our own retirement plan. After extensive research, we decided Edward Jones was the best fit for us. We had done a great job saving for retirement, but had no idea when we could retire, how much we would need to spend in retirement or how long our money would last. Also, we hadn't really prepared for unexpected events, such as long-term care or premature death. Although we had thought about these things, we'd always put off taking action on them.
After the first three meetings with our Edward Jones financial advisor, I knew that helping others reach their financial goals was how I would fulfill my passion to serve others. Six months later, I was ready to go.
I am now a seasoned financial advisor with years of experience helping individuals and businesses save for whatever is most important to them. This includes saving for and living in retirement, preparing for the unexpected and estate considerations. I work closely with my clients, as well as their attorneys, CPAs and other professionals. With my knowledge and expertise, I can help you have a comprehensive financial strategy for you and your family, too.
My husband and I, along with our two dogs and three cats, live in Goffstown, NH. Our two sons serve in the military, and our daughter and her husband also live here in New Hampshire. Our greatest joy is in spending time with our two new grandchildren.
My Personal Interests
- Social Responsibility
Office Address211 Loudon Rd Ste A
Concord, NH 03301
Phone NumberKaren Ward at (603) 856-7658
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 04:30PM|
|Sat||By Appointment Only|
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