In 2011, I began my career with Edward Jones as a branch office administrator and through the years, I realized that I wanted to do so much more. I wanted to be able to guide and partner with my clients. I have found that there are so many people of all ages and stages in their life that feel a financial advisor is out of reach. Now, as a financial advisor, I want them to know that we are here to help.
I take the time to understand the hopes and dreams of my clients. It's important to me to understand what's important to you. This is where we will start each conversation. Relationships are a key and I enjoy meeting face to face to build strong relationships with each of my clients.
Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, together we can develop specific strategies to help you achieve your goals. Envisioning retirement is your job. Helping you get there is ours. Effective planning for retirement can involve a variety of accounts and investments, including IRAs, employer-sponsored retirement plans (e.g., 401(k)), annuities, equities, mutual funds and insurance.
We use a 5-step process to monitor your progress and comfort level for risk to help make sure you stay on track and determine if any adjustments need to be made.
Hundreds of people and advanced technology support our office so we can ensure you receive the most current and comprehensive guidance. In addition, we partner with your CPA and attorney to deliver a comprehensive strategy that leverages everyone's expertise.
I attended Lawrence Technological University and graduated with a Bachelor of Science in business admin. I have been happily married to my husband (Bill) for over 30 years and have four adult children and one grandson. I'm a member of the Adrian Chamber and enjoy spending time with my family.
Today is a great day to start planning for your financial future!
- Estate & Legacy Strategies
- Insurance & Annuities
- Retirement Income Strategies
- Retirement Savings Strategies
- Business Retirement Plans
- College Savings
Office Address1325 N Main St Suite E
Adrian, MI 49221
Phone NumberLynette Foor at (517) 264-5945
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||08:00AM - 04:30PM|
|Sat||By Appointment Only|
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