Edward Jones

➤ WHAT I DO: I serve my clients and prospective clients in different areas of their financial needs to help with: • Preparing for a comfortable retirement • Living the retirement that they've always dreamt about • Paying for a child or grandchild's education • Being prepared for the unexpected in life • Saving money on taxes • Creating financial strategies for yourself and your family • 401K Options • Designing and implementing Employer Sponsored Plans such as SEP, SIMPLE and 401(k)s for small businesses. ➤ HOW I DO IT: To help ensure you feel understood, in control and secure about your future, I… • Get to know and understand what's most important to you • Utilize Edward Jones' well-established process to build a personalized strategy based on you needs • And partner together with you throughout your life to help keep you on track. ➤ WHAT MAKES ME DIFFERENT: I am not only passionate about helping people meet their established financial goals, but also uncovering other goals they may not have otherwise thought possible. I´m very selective about the investments I recommend because I know how hard you’re working to achieve the milestones that mean the most to you. And I want to make sure I´m giving you the best possible choices.