Jeffrey Puthoor - Edward Jones

07/20/2021

While your focus may be on saving for your family's future, remember to have a back-up plan in case something happens to you. Your financial strategy should include insurance to protect you and your family from an unexpected life-changing event, like an illness or injury. I’m available to discuss your insurance needs. Let’s talk.

Your insurance needs at each life stage could be different. Read some common insurance needs at different life stages and what solutions may be appropriate.

07/01/2021

Regular physical and mental exercise are the keys to a long, happy, healthy retirement. Physical exercise strengthens bones and muscle tissue, improves cognitive function and boosts the immune system. Hobbies, crafts and other social activities stimulate the mind and reduce stress.

Learn about the four M's that can help you stay healthy in retirement.

06/30/2021

There are four easy ways to stay connected to me and your Edward Jones accounts:

1. Online Access
2. Mobile App
3. Text Messaging
4. Video Chat

I'm also available for a virtual coffee anytime! Let me know how you want to connect with us.

Here are four ways that we make it easier to connect with your Edward Jones advisor and your accounts.

06/28/2021

Most of us would rather stick our head in the sand like an ostrich than face facts about healthcare in retirement, which can be one of the biggest expenditures as we age. Out-of-pocket expenses can add up across a lengthy retirement, so you'll need to plan ahead. I’m available to review your retirement and healthcare needs with you. Let’s talk.

Learn about the four M's that can help you stay healthy in retirement.

06/20/2021

Our Edward Jones client and advisor relationship is personal, which is why we offer you the ability to text with your branch team. You can also contact us by logging into your online account, downloading our mobile app or using video chat. Let me know how you want to connect with us.

Here are four ways that we make it easier to connect with your Edward Jones advisor and your accounts.

06/19/2021

Time and distance shouldn’t stop you from meeting with me when you need to. With our video chat, we can catch up, discuss finances and view personalized reports in real-time from the convenience of your computer or tablet. I’m available to chat with you about personalizing your experience with our digital services like web conferencing.

Here are four ways that we make it easier to connect with your Edward Jones advisor and your accounts.

06/18/2021

It’s important to protect you and your family financially, physically and emotionally should you require long-term care at some point. Long-term care is the assistance you may need when you’re no longer able to conduct basic daily living activities yourself. I’m available to review your retirement healthcare needs with you. Let’s talk.

It’s important to help protect your loved ones if you should require long-term care.

06/12/2021

The senseless murder of the Muslim family in London, Ontario is a devastating reminder that racism still exists in our country. I stand with the Muslim community in condemning all acts of hate and violence. Diversity matters. Diversity is our strength. [EDJ2021]

06/09/2021

June is LGBTQ+ Pride Month! A time to celebrate love, acceptance and being proud of who you are. It's an opportunity to come together to celebrate diversity, equality and belonging for everyone – a message that deserves to be on repeat every day. Be yourself. EDJ2021

06/03/2021

Our sophisticated, proprietary technology enables our financial advisors to maximize their efficiency, and spend more time serving their clients.

Our clients benefit from a close relationship with a trusted financial advisor and easy-to-use integrated technology tools. Put tech to work for you at Edward Jones.

05/18/2021

I’m here to help you identify your goals so you can enjoy your retirement the way you want to. Whether this means planning for that dream vacation, donating to charities, or ensuring you leave enough for the next generation, I can help you make it happen.[EDJ2021]