As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. By doing this, I can better tailor a retirement savings strategy, so you have more options when you retire, regardless of what you decide to do.
During our initial visit, I will ask several questions and I will listen to the answers and clarify them so that I can truly understand my clients' needs and subsequent goals. I then get to know their risk tolerances and experience levels to truly understand the best strategies to meet their needs. I have found that my clients really appreciate the time that I take to educate them on the strategies and investments we will be using, which in turn, helps them feel more comfortable when making decisions.