Do you have accounts at multiple firms and are unsure of how you are invested? Would you find value in partnering with a local professional who will help you achieve what's most important to you? My name is Rich Scheflow, and I am a financial advisor with Edward Jones. I graduated from the University of Illinois in 2004 with a bachelor's degree in finance, and was a small-business owner from 2004-2013, before making a career change to Edward Jones. In March 2017, I earned my CFP® professional designation. I live in Elk Grove Village with my wife, Nicole, and three children: Ford, Elle and Cal. I enjoy traveling, golfing and coaching whatever sport my kids are currently playing. My Why – To help my clients achieve their definition of financial success. My Process – I understand that meeting with a financial advisor for the first time can be as exciting as going to the dentist. I get that! I am aware that many people grew up in a household where money was never discussed and sharing your financial situation with a total stranger causes you quite a bit of anxiety. Totally normal! The first time we meet is spent getting to know each other. I'll ask you a lot of questions. Some will focus on your finances; others will center on your family and your interests. These questions will create a dialogue, which helps us define and prioritize your financial goals. After we've defined and prioritized your goals, I will make recommendations to you designed to help put you on a path toward achieving them. I will help you implement the recommendations and partner with you throughout your life to help you stay on track. The first step is always the hardest. Please reach out to my office to schedule a time for us to talk. I'd appreciate the opportunity to help you achieve your definition of financial success.
/*********/
For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.
