Considering working with an Edward Jones financial advisor? Whether you're a new or seasoned investor, or somewhere in between, the following should be helpful as you prepare for your introductory meeting.
Many people start or make changes to their investment strategy when they experience a life change. If you're newly single or recently married, you likely have a list of financial questions ready. If you're approaching retirement or you just retired, you may question if you have enough saved or may wonder if your money will last. Or perhaps you just came into some money and have questions on how best to invest it. Your financial advisor is ready to help.
During the first meeting, you and your financial advisor will get to know each other. Because finances are so personal, you should feel comfortable that the relationship is a good fit.
Your financial advisor will use an established process to understand what's important to you. Before providing any recommendations, he or she will ask why you're investing, what objectives you hope to achieve and your comfort with risk. You'll discuss how involved you'd like to be in your investment decisions, which account options are available and what costs or fees are associated with those options.
These conversations are important and will enable your financial advisor to begin to develop a personalized strategy just for you. The first meeting is simply an introduction to what you can expect working with your financial advisor for the long-term. Should you decide to become a client, your financial advisor will be your advocate, looking out for your financial future and monitoring your progress throughout your life.
If you're ready to talk in detail about your finances, be sure to bring your investment account statements, planned or known expenses, tax returns and even life insurance policies. You're welcome to bring questions regarding specific investments or accounts. And yes, you can bring in statements from other institutions even if you're not considering moving your business. Having these documents will provide your financial advisor with a more complete picture of your financial situation.
As you prepare for your meeting, we invite you to learn more about Edward Jones by checking out these resources.