Edward Jones - Aaron Wilson - Financial Advisor

12/09/2021

When you partner with us, you’re never alone. Send me a message and we can talk about how we can work together to help reach your financial goals.

11/30/2021

Giving Tuesday is a perfect time to give back to your community. If you’re looking for ideas on how to participate, find your local Giving Tuesday movement here.

GivingTuesday is a global movement that reimagines a world built upon shared humanity and radical generosity.

11/01/2021

By not putting your own estate plan in place, you have a “strategy” by default: the laws of your state. Set up your estate the way you want it.

Set up your estate the way you want it. These estate-planning tips can show you how.

10/24/2021

Estate planning is an essential part of your purpose and legacy. Let’s chat about where you are with your estate plan and how your financial strategies fit within it.

10/21/2021

Estate planning is for anyone — it’s about the legacy you want to leave behind for your loved ones. Your investments and financial strategy are a part of that. Here are some common questions about estate planning.

Find answers on a range of topics – from probate and types of trusts to how to select a trustee.

10/20/2021

Question: What assets make up your estate?

Answer: It can include:

- Securities
- Real estate
- Interest in a business
- Personal property
- Cash
- Retirement plans

and more.

10/19/2021

When creating your estate plan, you should be surrounded by a team to help. That team includes me, an attorney, a CPA or tax professional, and others. Let’s talk about your estate planning needs.

10/18/2021

It’s National Estate Planning Awareness Week.

This is a good time to check in on your estate plans, or get started on them if you haven’t already. How can I help?

10/15/2021

How can you make a difference with your finances? Together we can create a financial strategy, whether that means saving for a big life purchase, investing in your future or donating to charity.

10/07/2021

Are you saving for education or retirement? Why not save for both? Together, we can develop a strategy that works for you and covers your bases.

You can do both

10/01/2021

Learn more about how to give smarter to your favorite charities.

Are you planning to give to charities before year-end? If so, these five strategies can help you make the most of “giving season.”

09/13/2021

Everyone has different needs, so we offer a variety of convenient services to make sure we can help you manage them all. From credit and debit cards to savings accounts, we can help identify the right tools to help you manage your cash and credit.

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