1 Central Avenue W, Suite 204
Saint Michael MN
Company Description:As an Edward Jones financial planner, I focus on complete human centered wealth management.
Services include but are not limited to:
1. Consolidation - "old" 401k/403b/457/IRA accounts and align the management of them with your current goals.
2. Retirement planning. This is a huge concern for clients with market conditions and depleted savings. I specialize in creative ways to achieve your goals while minimizing lifestyle.
3. Investment management - this includes retirement accounts, 529 for education, brokerage accounts which can include a "tax sensitive" strategy for high income earners.
4. Estate Planning - I partner with a local law firm to ensure your assets and your family are protected especially if there is an unexpected death.
5. High Yield on cash - whether for a major purchase in the future or building an emergency fund. I have multiple ways to get 3-5 percent on your cash without market risk.
6. Insurance - I'm licensed for life and long term care policies.
Drawing for a $200 Home Depot gift card. Stop by the booth to sign up.
Great paying CD and money market rates right now!
Certifications & Awards
Certified Financial Planner