Edward Jones

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.

Show Specials:

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New Products

Great paying CD and money market rates right now!

Certifications & Awards

Certified Financial Planner

Badges: