Call me at (913) 341-2343 or email me at [email protected], there is no better time than now to get a plan in place for your financial future.
• Change jobs? Retiring soon?
• Need to consolidate your assets so everything is working towards your goals?
• Work in sales and want a stable cash flow strategy?
• Do your large commission checks and bonuses sit in cash at the bank for too lo
ng?
• Do you and your spouse have a contingency plan should something happen to one of you? When life inevitably happens, we'll help adjust so you can remain on track and keep your peace of mind. Step One: Your story - We take the time to hear your entire story. Where you came from, what accomplishments you've had along the way, and where you want to go. We call this Creating Your Road Map from point A to Z. Step Two: Impact - We learn about your impact. While you've had a successful career, you're more than a quota. Your success impacts so many other parts of your life. Your legacy is the measure of your impact on the people, places, and causes that are better off because of you. We call this Packing Your Bags. Time to get ready for your adventure. Step Three: The Secret Sauce – Here's a secret, the sauce is simple. Simple for you, that is. We take what you've shared with us and pair that with a plan that makes the most sense for you. The goal here is to simplify and streamline, all while helping you build generational wealth strategies that can be measured, with every dollar serving a purpose. This is what we call Hitting The Road. It's time to hop in and start down the road to your destination. The most common questions I get and answer:
Am I on track for retirement? Am I saving enough? Is my portfolio right for me? Is there too much risk? Are my investments performing like they should? How quickly do you get back to clients? How often will we meet? How much does this cost? How much am I paying today? Can you explain your process? Can you help me make an impact on my community? My door is always open for a conversation to see if we might be a good fit for each other. Nick Cole
Phone: (913) 341-2343
Email: [email protected]
Edward Jones is a financial-services firm dedicated to serving the needs of individual investors. Member SIPC.
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