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Planning your financial future? Our Starting Point tool can help you take the first steps.
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My name is Ryan Rettberg and my Edward Jones office is in Mechanicsville, Virginia. If you've ever driven past Hanover High School on route 301, you know where my office is located. I'm in the white stand-alone building at the intersection of 301 and Whippoorwill.
Since 1922 Edward Jones, financial advisors have been dedicated to serving individuals, families and businesses in the town their office is located.
My business model is no different today. I enjoy working with people in our community and developing personal relationships built on respect and trust.
What exactly do I do?
Using Edward Jones' established five-step process, I build personalized financial strategies designed around your goals and what you are hoping to achieve.
To most people, money is just a tool, a tool that provides freedom to focus on the things in life you enjoy most.
The strategies we build are designed to help do just that; provide the freedom that will allow you to focus on what is most important to you, your family or your business.
Your personalized strategy will be based on your goals, your time horizon and your comfort with market fluctuations.
There are many reasons a conversation may be beneficial. Here are just a few:
1. You would like to retire but you are not sure it is realistically feasible.
2. You need help transitioning your portfolio from the accumulation phase to the distribution phase.
3. You've changed jobs, recently married, divorced or had a child.
4. You have an advisor or do your own investing and just want a second opinion.
5. You have questions about how Social Security, Medicare or other government programs will impact your retirement.
An initial conversation will only cost you time. Please, do not be the person who sits across from me ten years from now saying: "I wish we had this meeting ten years ago."
Call Today!
(804) 277-3249
[email protected]
Find me on Facebook or connect with me on LinkedIn for daily financial content.
Weekday | Availability |
---|---|
Mon | 09:00AM - 06:00PM |
Tue | 09:00AM - 06:00PM |
Wed | 09:00AM - 06:00PM |
Thu | 09:00AM - 06:00PM |
Fri | 09:00AM - 06:00PM |
Sat | Closed |
Sun | Closed |
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn MoreNeed help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.
Take the My Priorities quizA summary of last week's market highlights and economic news.
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