As your Edward Jones branch team, we believe it’s important to invest our time in understanding what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings so you have more options when you retire, regardless of what you decide to do. I also work with small business owners in evaluating their business retirement plans and their transition strategies. I have been serving individual investors and businesses for 5 years. I act as a financial guide helping people plan for the unexpected and navigate the journey to and through retirement. As I have enjoyed working with a variety of clients, I have made the most impact with small business owners, widowed women and men, and executives at local companies. Louis now for a decade and look forward to the next decade. Please call or stop by my office, or visit www.edwardjones.com/john-thies for more information.
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