Overwhelmingly our clients say they know we CARE about them. We design, implement, & monitor robust retirement & life plans. We call it our "Make Work Optional & Flex Life Goals Plan". We understand life is a journey & full of unexpected curveballs, for this reason our strategies are carefully crafted to allow for flexibility. Our focus is simplifying the complex for responsible people who are ser
ious about long term planning. We do more than just build financial strategies & manage your investments. For example, we understand your employer's benefits like stock awards, 401k, & health insurance. We will educate you about these benefits and explain how they fit based on your specific situation. If you are a retiree, we will help you navigate Medicare, Social Security, & programs for tax reductions. Prior to coming to Edward Jones, Sam spent over 20 yrs. At Home Depot & Lowe's, he climbed the corporate ladder from a loading associate to store manager. He was responsible for leading hundreds of people & managing millions of dollars. As an immigrant, hard work ethic was instilled early, Sam started working at 13 delivering flyers at a local Pizza restaurant. He went door to door, making just $4 per hour. to buy his 1st car at 16. He was the 1st one in his class to own a vehicle in High School. Inspired by the American Dream and wealth building opportunities, Sam began investing with his 1st eligible paycheck. By 24, Sam earned his 1st stock options award & he knew he wanted to be smart with this money. However, Sam was not familiar with Stock Options & was surprised by the lack of quality advice available by the employer. Based on a recommendation of a colleague, Sam met with a financial planner that year. He was amazed at her knowledge, to this day Sam credits her for him becoming an adviser today. Sam doesn’t do all this alone. Two office administrators, Vickey & Laura bring over 37 years of experience in the industry. Outside of the office, you can find Vickey riding her motorcycle or making a quilt. Laura spends time proofreading books & designing policies for local businesses. Together, we are backed by over 101 yrs. of experience at our Home Offices filled with Certified Financial Planning professionals, Chartered Analysts, and Strategist to help review & enhance complex lives of our clients. Call or stop by my office, or visit www.edwardjones.com/sam-shakhramanov for more information.
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