Edward Jones - Financial Advisor: Katie Goforth

Edward Jones - Financial Advisor: Katie Goforth Edward Jones is a financial-services firm dedicated to serving the needs of individual investors. Member SIPC.

I’m a financial advisor with Edward Jones, a financial-services firm dedicated to serving the needs of individual investors. With nearly 14,000 financial advisors serving nearly 7 million investors, our firm has built on the belief that the only way to do business is on a one-on-one, personal basis. We do that by getting to know you, understanding your goals, and developing individualized strategi

es to help you reach them. My branch office administrators, Amy and Allison and I work as a team to give you the personal service you deserve when it comes to planning for your financial future. Please call or stop by my office, or visit https://www.edwardjones.com/us-en/financial-advisor/katie-goforth for more information.
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Labor Day is more than just a day off work—it’s a moment to recognize the dedication, passion and effort that power our ...
09/07/2026

Labor Day is more than just a day off work—it’s a moment to recognize the dedication, passion and effort that power our communities every day. Thank you to all who contribute their talents and hard work. Wishing you a well earned, relaxing holiday.

Easily monitor your progress as your goals change and stay on track with Online Access.
09/02/2026

Easily monitor your progress as your goals change and stay on track with Online Access.

You may have mis-typed the URL or simply clicked on a broken link or QR code. Bitly links are CAse SeNsiTivE, so double check that everything is correct and try again.

08/23/2026

Today marks 22 years since I've been with Edward Jones. I've enjoyed serving my clients and look forward to continuing to do so!

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every r...
08/15/2026

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every relationship starts with a personalized approach. We take the time to understand each client's unique goals, values and circumstances — delivering tailored strategies, not one-size-fits-all solutions.

Happy Birthday Allison! We hope you have a wonderful day!
08/10/2026

Happy Birthday Allison! We hope you have a wonderful day!

While market volatility in 2026 increased risk and dominated headlines, history suggests that periods of uncertainty hav...
07/27/2026

While market volatility in 2026 increased risk and dominated headlines, history suggests that periods of uncertainty have tended to be temporary, often creating attractive opportunities for disciplined long term investors.

Here are a few steps investors can consider to help navigate market volatility with greater confidence.

The first half of the year is a reminder that market volatility is often triggered by external shocks with broad economic implications.www.edwardjones.com/us-en

If you’re retired or nearing RMD age, your withdrawal strategy matters more than you might think. From qualified charita...
07/22/2026

If you’re retired or nearing RMD age, your withdrawal strategy matters more than you might think. From qualified charitable distributions to thoughtful Roth conversion planning, there may be ways to better manage required withdrawals and their tax impact.

During your working years, you likely built much of your retirement savings in tax-advantaged accounts such as a 401(k) or a traditional IRA.www.edwardjones.com/us-en

Check progress toward your goals with Online Access and always know where you stand.
07/14/2026

Check progress toward your goals with Online Access and always know where you stand.

You may have mis-typed the URL or simply clicked on a broken link or QR code. Bitly links are CAse SeNsiTivE, so double check that everything is correct and try again.

Caring for an aging loved one can mean juggling doctor visits, navigating paperwork and adapting to evolving financial n...
07/09/2026

Caring for an aging loved one can mean juggling doctor visits, navigating paperwork and adapting to evolving financial needs. But you don’t have to manage it on your own. I can help you plan for the long term so you feel confident in the decisions you’re making. If this sounds helpful, I’d would be happy to walk through your options.

Summer is often a time to slow down — and it can also be a great opportunity to check in on your retirement plans. Wheth...
07/06/2026

Summer is often a time to slow down — and it can also be a great opportunity to check in on your retirement plans. Whether you’re building savings or already retired, a quick review can help ensure your strategy still aligns with your goals. If you’ve been meaning to take a closer look, this season may be the right time to start the conversation.

With summer underway and the year at its midpoint, it can be a helpful moment to step back and revisit your progress toward what is likely one of your most important financial goals — your retirement. www.edwardjones.com/us-en

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