As an Edward Jones financial advisor, it is my passion to understand what's important to you, partner with you through your life to achieve your goals and to add value by reducing taxes and raising your income. From Money markets, to CDs, to 401K rollovers from past employers, to Retirement 401K withdrawals at 59 1/2 while still at your current employer, to college savings, to living in retirement, to strategies for businesses, to giving donations tax free to your favorite charity or your church - come speak to me. I am here to help and every question is a great question.
In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.