If you haven’t met Jim yet, please do. He’s the nicest guy. In addition to serving on our board of directors and hosting my personal retirement plan, he’s also the kind of guy that carried a box out to my car for me and mailed me a thank you card after his networking event.
But back to the retirement part.
“As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It’s also important to understand the level of risk you’re comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.
Whether you’re planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we’re dedicated to providing you top-notch client service.
But we’re not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone’s expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.”
In short, I recommend you reach out to Jim McLean if you have any questions about retirement, investments, and other financial topics whether it’s for yourself or your business.