Finance & Investment
As an Edward Jones financial advisor, I work with people one-on-one to attain their long term financial goals. I help individuals and small businesses with retirement planning, life insurance, 529 college plans, & long-term care.
I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.
Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you top-notch client service.
- Retirement Planning
- Income in Retirement
- Life Insurance & Long Term Care
- College Savings
- Tax Savings