Platinum | Financial Advisors in Financial |
Platinum | Insurance Agents and Brokers in Services |
Platinum | Mutual Funds in Financial |
There's a difference between simply investing and having an investment strategy. One focuses strictly on markets and returns, while the other uses investing not as a goal in itself, but as a means to an end. An investment strategy is a roadmap toward your goals – perhaps a chosen lifestyle, a comfortable retirement or financial freedom.
As an Edward Jones financial advisor, I work in partnership with each and every client so that the financial roadmap we build is personalized to get you where you want to go, as quickly and efficiently as possible. I take a holistic approach, considering all aspects of your life and finances to make sure they are working with (not against) each other.