I became an Edward Jones financial advisor in 2000 to use my financial background and help people make sound investments. Today, my focus has shifted to using those sound investments as the tools to help clients achieve their goals.
I believe it's important to understand what is important to you before we invest your money. I take the time to understand your vision for the future and your comfort with risk, so together we can implement the best actions to make your vision a reality.
My job is to make sure (as best I can) that you know exactly how much money it is going to take for you to retire comfortably and to remain comfortably retired. I'll sit down with you to figure out your financial needs and priorities. Then, using an established process, we will create a personalized road map designed to reach your objectives and partner together for life to help make sure you stay on track.
I am especially passionate about helping working women, at or near retirement. I have much in common with this demographic, having been in the workforce for 30-plus years, and can offer a unique perspective on financial strategies and retirement for women.
At the end of the day, I want all my clients to be happy with the life they have designed. It brings me great pleasure to participate in the architectural process of bringing dreams to life!
I welcome the opportunity to learn about your financial dreams and priorities - let's start the conversation at 608-850-6267.
Office Address314 E Main Street
Waunakee, WI 53597
Phone NumberTammy A Reefe at (608) 850-6267
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