Edward Jones-Financial Advisor: Jake Faust

Edward Jones-Financial Advisor: Jake Faust Helping Retirees with Income Planning and for a Confident Retirement You worked hard, planned ahead, and saved for the future. That's where my team comes in.

But now that retirement is here (or approaching), the questions start creeping in:
• Did I save enough?
• What happens when the market declines?
• Will my money last? You've talked to friends, researched online, and maybe even met with an advisor. Yet you're still not fully confident. One thing is clear: retirement is more complex than ever. We help retirees replace stress and confusion with

clarity, confidence, and peace of mind. Because you deserve to enjoy your golden years not worrying about the market, taxes, or outliving your savings. You deserve the freedom to focus on what matters most: family, travel, and leaving a legacy that lasts. Because our work goes beyond investment management. Working alongside your CPA and other professionals, we help optimize all Five Pillars of Planning:
1. Estate Considerations
2. Risk Management
3. Retirement Income
4. Investment Strategies
5. Tax Considerations

You don't have to navigate retirement alone, and you deserve more than generic financial advice. That's why we offer a no-obligation, 3-step process that lets you experience our value before paying a dime. If we're not the right fit, the advice is yours to keep. When you're ready for a confident retirement, call us at 480-360-1267

08/19/2026

2026 has been a very eventful year so far, and it’s only half over. Senior Global Investment Strategist Angelo Kourkafas discusses the financial outlook and five key views for the rest of 2026.

Watch the full episode: https://bit.ly/4xIUODU

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or se...
08/17/2026

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or sending money to an unknown account. Always ask questions that only your loved one can answer or call your family member back at a number that you know to be legitimate.

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks,...
08/15/2026

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks, I'll be posting some common types of financial scams as well as tips for how to avoid becoming a target for fraud in the coming days and weeks. Click this link to learn more: https://bit.ly/4g8oX8A

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.

If you’re retired or nearing RMD age, your withdrawal strategy matters more than you might think. From qualified charita...
08/12/2026

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

Investing based on emotion can result in buying high, selling low or straying from your long-term strategy. Here are som...
07/22/2026

Investing based on emotion can result in buying high, selling low or straying from your long-term strategy. Here are some practical ways to stay focused during periods of market volatility and avoid reactive decisions that could derail you from your long-term financial goals: https://bit.ly/4wR6u73

A 401(k) can be a powerful way to save for retirement, but it’s not the only option available. In fact, retirement strat...
07/15/2026

A 401(k) can be a powerful way to save for retirement, but it’s not the only option available. In fact, retirement strategies often work best when multiple tools are working together.

Learn more: https://bit.ly/4waczf2

07/08/2026

Not only can your HSA help enhance your health care savings, but it can function as a powerful tool for your retirement strategy. Here are five common myths about this unique account.

https://bit.ly/4gtB95B

We break down the latest Social Security Trustees Report – what's changed and our recommendations around focusing on wha...
06/17/2026

We break down the latest Social Security Trustees Report – what's changed and our recommendations around focusing on what you can control.

Social Security 2026 Trustees Report Released

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Tempe, AZ
85282

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