YOU ARE INVITED!
Postcards arrive in our mailboxes regularly inviting us to a complimentary group dinner at a local eatery. In respect to your retirement or any other concern, in all reality, it's just an appetizer.
I am proud to represent Edward Jones, a full-service financial firm that focuses on the individual. Your financial nutritional needs are unique to you. Listening to your desires for yourself, your children, your grandchildren, your community or your business, is what we do better than any other firm. We will talk about that bucket list, how to make your money last, how to pay for college and how to leave that legacy you dream about. I call it the "meat and potatoes" of your life. Together, we make a strategy that leaves you feeling full – of confidence – knowing you can make your goals happen. We also have the tools to help with business planning or charitable giving. Whatever the need, we can design a solution specific to you.
So, I too, am extending an invitation. To sit down, with only me, to chat and make a strategy for those things most important to you. The "dessert" is confidence knowing you are working with someone who cares about the present and future of you and your family.
Call me at (260) 263-4760 or email at [email protected].
Oh – and this invitation is also complimentary!
- Portfolio Reviews
- Retirement Savings Strategies
- Retirement Income Strategies
- College Savings
- Insurance & Annuities
- Entrepreneurs & Business Owners
My Personal Interests
- Spending Time with Family
- Home Décor
Phone NumberKaren M Rupert at (260) 263-4760
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