Edward Jones

About

I partner with my clients to understand what's important to them, their family, and their specific situation. I use an established process so they understand what is required in order to achieve their financial goals - preparing for retirement, living in retirement, preparing for the unexpected, and education savings. I take the time to explain what we are doing and why. Through the years, we partner together for the long-term to ensure that they stay on track. A financial strategy must reflect the stage of life its owner is in: whether purchasing a first home, financing a child’s post-secondary education or planning for retirement.

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