Edward Jones
Biography
Curious about what it is exactly that I can help with? I help you answer the questions such as:
-“When can I retire?”
-“Am I being tax efficient?”
-“What about Medicare and the timing of social security benefits?”
These are just some of the many questions we look to help answer in a simple and understandable manner.
Our process:
Step 1) We figure out where do you stand financially today.
Step 2) We paint the picture of where you would like to be financially in the future.
Step 3) We take all of that information and figure out how to optimize what you’re doing today in order to help you get to where you want to be in the future.
Step 4) We deploy your personalized strategy and invest in a tax-efficient manner.
Step 5) We monitor your progress to help keep you on track towards your desired financial future.
At the professional level, I graduated from the University of South Florida with a Bachelor of Arts in Communication. I worked ten years as a loan analyst for a Credit Union before moving to Michigan.
On a personal level, I’m originally from Florida believe it or not, but happy to be part of the West Michigan community along with my wife, Britney, and our two kids. When I’m not at the office, you’ll find me watching and/or playing a variety of sports, exercising and spending time with my family.
We would be honored to connect with you and see if we are a good fit for partnering together to help you achieve your goals. Our process starts with a 15 minute introductory call. Please call to schedule.
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