Finances are often a source of stress and confusion, which is why I act with great intentionality to simplify complex strategies, remove the confusing financial jargon, and put action steps into simple words and phrases that people of all ages and backgrounds can understand. Whether we're talking about a Roth conversion or Social Security, you can count on three things:
1) understanding how the s
trategy improves your financial situation
2) what you need to do in order to follow through with the strategy
3) leaving the meeting hungry because of my signature use of food analogies
Thanks in large part to the rapid adoption of virtual meetings, I am able to serve clients that live all over the country. My areas of focus in retirement income planning comes alive with each client's personalized income strategy, not a "one size fits all" approach. You can focus on the important roles within your life of being a mother, father, husband, wife, employee, business owner, son, daughter, sister, brother - because I understand and take very seriously that it's my responsibility to manage your finances, and manage them exceptionally well.
Edward Jones is a financial-services firm dedicated to serving the needs of individual investors. Member SIPC.
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