Will you be prepared for a decline in health or the loss of a loved one? What financial legacy do you want to leave behind for your family or the organizations you care about? We learn what is important to you and what motivates you. Together, we design personalized strategies that help you reach your goals. Our goal is to keep you on track as you navigate life’s bumps and transitions. We work closely with locally trusted CPAs, estate planning attorneys and life insurance specialists to ensure you make well-informed decisions. Our branch has been serving individual investors and their families for more than 20 years. How did we get here? As a news reporter, I covered historic financial stories, from “Black Monday” in 1987 to the bursting of the tech bubble in 2000. I’m also inspired by my late father-in-law, whose 401(k) strategy enabled his widow to retire, travel and take care of her family. Senior Branch Office Administrator, Temple Hiatt, has earned the Financial Paraplanner Qualified Professional™ designation. Drawing on her military experience, Temple is dedicated to serving others. Our clients rely upon her resourcefulness to assist with their administrative needs. Outside of the office, I’m president of the Iowa City Host Noon Lions Club. I've also served on the board for the Iowa City Public Library Friends Foundation. Temple currently serves on the Veterans Liberty Center board and is involved with advocacy efforts in the community. Contact our office today to learn more about how we can help you achieve your financial goals. We look forward to hearing from you!
/*********/
For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.
