Edward Jones: Casey VanEngen

Edward Jones: Casey VanEngen ​​
� Let's explore how you can LIVE LIFE ON PURPOSE .�

How I help? What to Expect? Where Am I Today?
2. Where Would I Like To Be?
3. Can I Get There?
4.

By focusing on understanding what matters most to the people I serve, helping them envision their potential, and then equipping them with a plan to help achieve their goals. Our Space:
Casual & Comfortable – to make you feel at �

Our Process:
�Discovering what's most important to you.�
This is a � pressure environment that is led by intentional conversation. An invitation to take a deep dive int

o the purpose and plan God has created for you, your family, and your business.

�Practical steps to live out your best life both today and tomorrow.�
�5 Step process:
1. How Do I Get There?
5. How Can I Stay On Track? Our Services:
� Planning for the unexpected
� The New Retirement: Preparing for Life after Work
� Estate & Legacy Strategies
� Charitable Giving Strategies
� Tax Advantaged Strategies
� Cash Flow Strategies

� Send me a message to begin the conversation. Legacy doesn't just happen, it happens on purpose. �

Blessings,
Casey �


Edward Jones is a financial-services firm dedicated to serving the needs of individual investors. Member SIPC.
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Investors will be closely watching the September Federal Reserve interest rate decision. What factors are the voting mem...
09/08/2026

Investors will be closely watching the September Federal Reserve interest rate decision. What factors are the voting members of the FOMC likely to weigh?

Our Principal, Head of Investment Strategy Mona Mahajan digs into three in our latest Weekly Market Wrap: https://bit.ly/4A3CCGY

09/05/2026

Buying vs. Renting. Which is the better financial decision? It’s a question that many people are asking themselves and the honest answer is ... it depends. Before you start browsing listings, the two questions worth sitting with are can I afford to buy? And, just as importantly, should I?

The right answer isn't the same for everyone. It depends on your situation, your budget and how long you plan to stay.

If you'd like to talk through what may make sense for your situation, I'm here to help.



Content provided by Edward Jones

Financial stress affects your employees and, in turn, your business. A tailored financial education program from Edward ...
09/04/2026

Financial stress affects your employees and, in turn, your business. A tailored financial education program from Edward Jones gives your team practical support for the real decisions they face — from budgeting to retirement.

Learn how Edward Jones can help you create a quality retirement plan for your workplace, to build financial security for your business and employees.www.edwardjones.com/us-en

You've poured years into building your business, and you want what you've built to endure. A thoughtful succession plan ...
09/03/2026

You've poured years into building your business, and you want what you've built to endure. A thoughtful succession plan helps you protect your legacy and transition ownership on your terms.

Here's our business owners hub

You can offer your employees practical, judgment-free financial education — including interactive tools, on-demand conte...
09/02/2026

You can offer your employees practical, judgment-free financial education — including interactive tools, on-demand content and live webinars — at no additional cost to eligible organizations.

Help employees with their personal finances

Whether you employ a handful of people or a growing team, a business retirement plan helps your employees prepare for th...
09/01/2026

Whether you employ a handful of people or a growing team, a business retirement plan helps your employees prepare for the future. The right plan can be simple to establish and easy to maintain.

Plan for the future with strategic workplace retirement solutions. Discover tax-saving opportunities through specialized retirement plans for small businesses.

A business retirement plan does more than help your employees save — it signals you are invested in their future. It's a...
08/31/2026

A business retirement plan does more than help your employees save — it signals you are invested in their future. It's also a powerful way to attract and keep the people who help your business grow.

Here's our business owners hub

NVIDIA's earnings reinforced the strength of the AI investment cycle, while Kevin Warsh's Jackson Hole remarks provided ...
08/31/2026

NVIDIA's earnings reinforced the strength of the AI investment cycle, while Kevin Warsh's Jackson Hole remarks provided greater clarity on the Fed's inflation-fighting priorities. Despite seasonal headwinds, the fundamental backdrop for equities remains constructive.

Angelo Kourkafas, Sr. Global Investment Strategist, discusses the latest developments in AI, Fed policy, and markets in this week's Weekly Market Wrap.



https://bit.ly/4xvcrav

08/25/2026

Financial fulfillment is about more than money. It's having confidence in your future, being prepared for the unexpected, and feeling in control of your financial life.

Research from Edward Jones and Gallup found that financially fulfilled individuals often:
• Have an emergency fund
• Follow a retirement strategy
• Save for major goals
• Have an estate plan
• Work with a financial advisor

Financial fulfillment may be closer than you think. Let's talk about the steps that can help you get there.



Source: Gallup & Edward Jones, "Money and Meaning: Understanding Financial Fulfillment," 2026.

Content provided by Edward Jones

08/24/2026

How long can the AI cycle last? What could derail the stock market from here? Our Principal, Head of Investment Strategy Mona Mahajan joined CNBC Squawk Box to discuss key questions for investors.

Watch the full interview: https://bit.ly/4zsHZ2e

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