Sifting through to determine what applies specifically to you and your family can be difficult and time consuming. Drop down menus do not, and cannot, factor in the most important aspects of what makes your family unique. Each family should be prepared to face varying types of risks; it may be an expensive illness, an unexpected death or accident. It could be a job loss, a special needs family mem
ber or perhaps an heir who is a spendthrift. Likewise, each family has different views of what financial success means. For some, it may be leaving their children and grandchildren financially secure for life. For others, it could be world travel during retirement, a vacation home to enjoy or leaving a legacy to charitable purposes. Whatever their priorities are, the families who have chosen to partner with me all share some traits in common:
- They want an experienced professional who is readily accessible to act as their family’s financial confidante offering unbiased guidance in a straightforward manner.
- They want a financial advisor who is knowledgeable about overall wealth and financial strategies. Someone who does more than just recommending specific investments or insurance products.
- They want someone who encourages collaboration with professionals such as their CPA, attorney, P&C insurance brokers and others.
- They want to be sure they are managing risks, structuring investments and leaving a legacy by passing on their remaining assets in the most effective and efficient manner.
- Most of all, they want a person who conducts themselves with the highest levels of ethics and integrity to guide their family’s wealth strategies – both today and for future generations. If this sounds like the type of relationship you and your family could benefit from, I encourage you to contact me for a conversation. You can reach me at (913) 856-8846 or [email protected].
/*********/
For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.
