H&M, one of the world’s largest fashion retailers, has announced they will be moving into the mall in Lithonia.
As an Edward Jones financial advisor, I want to understand what's important to you and your family. I use an established process to help build personalized strategies to help achieve your goals. We will partner together throughout your life to keep you on track.
When I am working with you and your family, I strive to:
• Create a personalized financial strategy tailored to your family.
• Help identify risks you may be overlooking and help put asset protection
strategies in place.
• Assist with long-term comprehensive strategies for sudden wealth, uneven cash
flow, uncertain job security and post-career needs.
• Help you incorporate your non-liquid assets into your strategy (e.g., real estate or
business ownership).
• Work with you to help integrate, coordinate and monitor your various investment
accounts.
• Help you navigate through market cycles to help you stay on track.
• Review your strategy as your family situation changes or as tax, estate or economic
conditions evolve.
Working closely with you and your CPA, attorney and other professionals, we can help determine the most appropriate financial strategy for you and your family. I invite you to contact me to find out if this approach may guide your family more effectively toward your goals.
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