Edward Jones - Financial Advisor April Tate

06/01/2026

An owner-only defined benefit plan can help you secure a predictable retirement income. Let's evaluate whether this plan fits your goals.

Saving for retirement is paramount when you work for yourself.

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05/29/2026

It’s 5/29 or 529 Education Savings Day. Take this as your cue to learn more about your options to save for your children’s, family members’ or even your own future education. But you don’t have to go on this education finance journey alone — contact me with any questions. Together, we can craft a strategy to help you meet your goals.

Learn more here: https://bit.ly/4wWm2HB

05/04/2026

🏌️‍♂️ Super fun tournament to play in and support! We couldn’t resist going all-in on the May the 4th theme, and we loved every minute of it. Proud to support our community and the Ozarks Medical Center, and be part of such a great event. May the course be with you! 🌟

04/27/2026

What a great 3 days volunteering at the 75th Annual Dogwood Festival hosted by the Camdenton Chamber of Commerce this past weekend! 🌸
We had incredible weather, amazing food, awesome vendors, and great friends to work alongside. I’m grateful to be part of such a strong, supportive community—and even more grateful to give back to a place I’m proud to call home. ❤️
Already looking forward to next year!

04/21/2026

When you consolidate your retirement accounts with my office, I can see the “big picture” of your retirement savings more clearly and help align your strategy with it.

You work hard for your income. Here are some ways to help ensure your retirement dollars are working hard for you.www.edwardjones.com/us-en

04/18/2026

Had an amazing time playing in—and sponsoring—such an impactful event supporting CADV (Citizens Against Domestic Violence). 💜
A big thank you to everyone who sponsored, registered, and came out to play in support of such a worthy cause. The first annual tournament was a huge success, and I already can’t wait to be back out there again next year!

04/17/2026

Thinking about your retirement strategy? Roth contributions could be a game changer. They offer tax-free withdrawals, flexibility and even benefits for your heirs. Learn why paying taxes now might make a difference later.

Roth contributions could be one of your smartest retirement moveswww.edwardjones.com/us-en

04/16/2026

Talking to your family about money can be hard, but learning how to have productive conversations can actually help your finances.

Learn about topics, strategies, and best practices for having family conversations about money. From Edward Jones and EVERFI

04/13/2026

No two of my clients are alike. That’s why you have choices at Edward Jones.

As your financial advisor, I can help you understand how we'll work together and which of our offerings can best meet your preferences and needs.

Explore your options at the page linked below. Then reach out to start a conversation — we’re here to help.

https://bit.ly/422XcYe

04/05/2026

Happy Easter from our family to yours! Wishing you a day filled with love, joy, and sweet moments together. 🐰🌸✝️