With the current economic environment & more than 17 years of industry experience, many investors have found our team confidential no obligation risk audit, second opinion, and recovery strategy review extremely useful
WHY WORK WITH US: I started at Edward Jones 2003 after graduating from Texas A&M University and in 2008 I became a limited partner with the firm. Since then, I have hired an outstanding, motivated, detail oriented, customer minded branch team, Megan McCoy & Melanie Goodwin.Our mission in life, is to help affluent investors continue, maintain, & improve their hard earned standard of living for the rest of their life & pass that legacy on to their family
WHAT WE DO: We focus on professional financial strategies for affluent business owners, executives, entrepreneurs, families, & Individuals. We work as a financial quarterback, partnering & working in tandem with other professionals including CPAs, estate planning attorneys, & life insurance specialists. Our team can help determine the most appropriate financial strategy for you, your family, & your business.We use an established process to gain a detailed understanding of your values & goals. Together we can put a plan in place including but not limited to: Retirement Savings Strategies, Selling Your Business, Receiving an Inheritance, Saving for the Dream Vacation Home, College Savings Plans for Kids or Grandkids. Long Term Care for Later in Life, Life Insurance to Plan for the Unexpected, Charitable Giving, Leaving a Legacy.
WORK WITH US TO: Develop, implement, & monitor a comprehensive wealth strategy. Make smarter decisions in today’s uncertain political, economic, & social environment.