Has investing ever seemed overly complicated? It doesn't have to be. I believe an investment portfolio can be both high quality and simple.
It all starts with what's on your mind. A plan for working toward retirement. How to handle a job change. Dealing with exciting life events like marriage or a new child, or painful events like divorce or death in the family.
Maybe you have a CD coming due, excess savings at the bank or a question with a retirement account, stock or annuity. Maybe you're not quite comfortable with the service from your current advisor.
I can help you simplify and improve your portfolio while keeping focused on your financial goals.
My Edward Jones office is in St James City, Florida, just west of Cape Coral on beautiful Pine Island. I have been helping clients throughout the US since 2001.
My wife, Melanie, and I have three children: Andrew, Ryan and Allison. Originally from St. Joseph, Michigan, we moved to Southwest Florida to live year-round in this area we enjoyed so much.
Our favorite activity is boating along the Caloosahatchee River to the waters surrounding Pine Island, Sanibel Island and Fort Myers Beach. I am active in the community as previous president of the Kiwanis Club of Greater Pine Island.
When contacting our office, along with myself, you will speak with our friendly and helpful branch office administrator. We are inspired daily by the experiences of the clients we serve and are eager to help more people achieve their financial goals.
Let's have a quick chat to get to know each other and discuss your questions. I look forward to hearing from you!
- Retirement Income Strategies
- Retirement Savings Strategies
- Portfolio Reviews
- Insurance & Annuities
- Business Retirement Plans
- College Savings
My Personal Interests
- Spending Time with Family
- Outdoor Enthusiast
Phone NumberShawn Kinney at (239) 283-8337
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