Edward Jones-Financial Advisor: Cory J. Gerlach

Edward Jones-Financial Advisor: Cory J. Gerlach Helping Corporate Professionals and Executives Grow and Protect Their Wealth | Pickleball Enthusiast

Cory Gerlach is a Financial Advisor with expertise in working with Corporate Professionals and Executives. He employs an established 5-step financial strategy process specifically tailored towards the unique career journey of professionals and executives to help them achieve their personal financial goals. Cory's expertise is centered on helping individuals identify their primary risks in retireme

nt and developing a strategy to help them mitigate market downturns while protecting and growing their life savings.

�� Are you a Professional or Executive working hard to climb the corporate ladder to achieve your personal income and retirement goals?

� Chances are you are busy fighting fires and dealing with the constant challenges that come with a corporate management position.

� Most professionals and executives spend long hours helping their employer to succeed but often lose sight of their own personal goals for financial freedom.

� As a result, they unintentionally end up working more years before retirement than planned.

�� Have you thought about the following?

� If you lost your job today, how much do you have saved and how does this impact your plans for retirement?

� Have you recently analyzed your portfolio to see how it would perform if we were to face another market downturn such as those in 2008 or 2020?

� Do you know when you can retire or how much money you would need to retire comfortably and maintain the lifestyle that you desire?

�� These are some of the many questions that I can help you solve.

�� Avoid this: “Being a Top Performer, having a high income, but still having to delay retirement for years due to the lack of a proper financial strategy…”

��If you need help with this, feel free to reach out to me:

Phone: 865-671-1718
E-Mail: [email protected]
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Your employees deserve financial knowledge that builds confidence and reduces stress.

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Address

10820 Kingston Pike, Ste. 20
Knoxville, TN
37934

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 7pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+18656711718

Website

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