"Plan with a purpose."

As a financial advisor, people ask, "What do you do?" Like most of us, I wear many hats; however, I also help you make sense of the foreign language of finance.

PLAN
Your strategy is about you, so we start by answering essential questions.
-Who is most important to me?
-Can I support those I love financially, today, and tomorrow?
-What brings me joy and adds meaning to my life?
-What does my vision look like for retiring well?

Your answers help us discover why creating a strategy is important to you; this is a foundational step.

WITH
This word holds great power. As a preposition, it is a connecting word. "With" means my branch team works together with you. It's a partnership where accomplishments happen!

A PURPOSE
Your purpose is the guiding direction for your financial strategy. Results happen when we create a strategy and take action! Our purpose is to be here for you, each step of the way.

Frequently Asked Questions:
-How much do I need to invest to support my lifestyle throughout retirement?
-How can I grow my wealth and keep up with rising taxes and inflation?
-How can I protect my family if something happens to me?
-What types of insurance should I consider?
-How can I make it easier for my family when passing on my legacy?

We invite you to continue your financial journey with our team at Edward Jones. 'Plan with a Purpose' by connecting with us today!