As your Edward Jones personal financial consultant, we work with you individually to help you plan to meet your financial goals. We know that every individual/couple and family is different. We understand that your unique resources and circumstances will dictate a unique investment plan. We’ll see where you are now, discuss what you need to plan for college expenses and/or retirement.
Our network helps us keep apprised of the market conditions and investment performance. We will forecast investment income and advise your best strategy.