Clients can expect a consultative approach to their financial needs. They can also expect personal attention and prompt answers to financial questions and concerns.
As an Edward Jones financial advisor, I believe it's important to invest my time in understanding what you're working toward before you invest your money. First, we will identify your highest priority goals. Whether you're preparing for retirement, saving for college for children or grandchildren, getting the down payment for that first house or just trying to protect the financial future of the ones you care for the most, I want to understand what's important to you.
It's also necessary to discuss the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals. Then, we can work together to develop specific strategies to help you achieve those goals.
We will meet regularly to monitor your progress and help make sure you stay on track or determine if any adjustments need to be made along the way. Finally, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise.
In 2007, I began my career with Edward Jones as a financial advisor in Joliet. I have been leading the Shorewood branch since 2008. My family and I have lived in Shorewood since 2003. This community is where we have raised our kids.
After completing my undergraduate degree in engineering from the University of Illinois in 1989, I earned my MBA in finance from Wright State University in Dayton, OH in 1998. In addition, I've completed all the requirements to receive the AAMS™ professional designation in 2009 and the CFP® certification in 2013.
At Edwards Jones, we provide the investments, services and tools our clients need to help complete a road map for their financial future. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance.
Relationships are key, and in our view, meeting face to face builds strong relationships. We meet when it's convenient for our clients because we recognize the challenging nature of their busy lives.
- Retirement Income Strategies
- Portfolio Reviews
- College Savings
- Insurance & Annuities
- Estate & Legacy Strategies
- Charitable Giving
Phone NumberPaul A Kalafut at (815) 744-8150
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