Edward Jones

Helping individuals and small businesses: organize, plan, protect and transfer wealth through strategies that are just as personalized and unique as the individual/business they are for.

When it comes to retirement planning there is no one size fits all approach. I take the time to get to know your needs wants and wishes and from there formulate a plan that is as unique to you as your goals are. When partnering with me I know that change, obstacles and roadblocks are inevitable and the importance of having a living breathing financial strategy has never been more relevant. When partnering with me, you can expect regular communication, ideas, and portfolio updates as we prepare/build your financial future. Retirement is just one piece of the puzzle within the overall financial picture, In addition to retirement preparation there are other areas that I strategize with clients including: College savings plans Custodial accounts (kids accounts) Brokerage accounts Life Insurance Long-term Care Annuities And for the business owners: SEP IRAs SIMPLE IRAs 401(k) plans When it comes to taking the first step on your financial journey it all starts with a conversation, let's get a cup of coffee and talk about where you want to go!