I am a finance professional, with over 25 years of experience in the markets.
I grew up in Quincy MA, and I'm an unapologetic, passionate Boston sports fan.
1988, met a girl, fell in love and relocated behind enemy lines to NYC. My years of living in Brooklyn Heights brought me a marriage, three small children and finally a trip to the NJ suburbs, where I currently reside.
Fast forward my Cinderella story to over 31 years of marriage, raising two successful, independent daughters, as well as their equally successful and independent younger brother.
I know firsthand the value of a continuing education; I have three living testaments.
I am an avid boater, lover of all things salt water related, an above par golfer, self-taught landscaper/gardener, youth sports coach and a good enough skier to navigate black diamonds without guaranteeing a trip to the ER.
As an Edward Jones financial advisor, I utilize my financial knowledge and the firm's values, and apply them to real world scenarios, whether that may be planning for retirement, saving for continued education, creating a legacy or preparing for the unexpected.
Major categories of investing are:
Goals: what are your goals for your money
Risk Tolerance: how much volatility are you comfortable with
Time Horizon: when do you need the money that your goals are applied to
As I've taught my children, anyone can hit the fastball, it's when life throws you a curve, you must bend your knees and drive it to the opposite field.
Give me a call, and let's discuss preparing a plan for life's curveballs.
- Retirement Savings Strategies
- Retirement Income Strategies
- College Savings
- Insurance & Annuities
- Entrepreneurs & Business Owners
- Wealth Strategies
Phone NumberSean W Jago at (973) 377-2377
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