FinancialMadison City Business *
You are the focus. As an Edward Jones financial advisor, my very first responsibility is to understand what's important to you and what long-term goals you want to work towards, before we ever decide how to invest your money. It's also important to determine the level of risk you're comfortable accepting when investing, so we can start your financial plan on a solid financial foundation.
You have choices. Whether you're planning for your retirement, living in retirement, saving for college for your children or grandchildren, or needing to protect the financial future of your loved ones, we will work together to develop specific strategies that you are comfortable with, to help you reach your goals. We work together during all the changes in your life by monitoring your progress with an established 5-step process to help make sure you stay on track. Throughout it all, we're here to provide you a top-notch level of friendly client service.
You are not alone. A dedicated branch office assistant and I are here for you in our community branch office; but even then, we are still not alone. Thousands of people and advanced technology support our office so we can help ensure our clients receive the most current and comprehensive financial guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a strong comprehensive strategy that leverages everyone's expertise. Working together, our practice can help you develop a complete financial strategy to help you make your dreams a reality.