PEOPLE I HELP: Career-changers, employer-changers, career-minded employees, manufacturers, engineers, medical professionals, business executives, small and large businesses, and, quite possibly my favorite, folks that I helped retire and stay retired. HOW I HELP:
+ Develop a goals-based strategy to use discretionary, inherited, and intentional monies to achieve goals: preparing for retirement, living in retirement, save for college expenses
+ Consolidate old employer retirement plans (e.g., 401(k), 403(b), 457, SEP IRA, and SIMPLE IRA)
+ Consolidate retirement accounts (e.g., Traditional and Roth IRA)
+ Consolidate or review existing non-retirement brokerage accounts
Edward Jones is a financial - services firm dedicated to serving the needs of individual investors. Member SIPC.
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