Reality Check: Has Edward Jones Done What It Promised?

It simply is not good enough to make promises you cannot keep.  If you are an investor who has suffered investment losses at Edward Jones, read the Edward Jones website material below, and ask yourself, did Edward Jones do what it promised?  If not, call us today for a free consultation.

Step 1: Where Am I Today?
Before you can set realistic goals, you must determine your current needs. When you share information, including a list of monthly expenses, last year's tax return, retirement plan statements and brokerage, bank or other financial statements, it will help provide an overview of your current situation.

Step 2: Where Would I Like to Be?
After determining where you are today, the next step is to set specific goals that can be related to:
•    Preparing for Retirement
•    Education Funding
•    Living in Retirement
•    Planning Your Estate & Inheritances

Step 3: Can I Get There?
Based on your current situation, future income requirements and comfort level with risk, you can work with your financial advisor to create and implement strategies that can help you achieve your goals.
 
Step 4: How Do I Get There?
Our investment philosophy centers on buying diversified,* quality investments and holding them for the long term. You will be introduced to a variety of asset allocation models, and your financial advisor can help you select the appropriate mix of investments in each category.
 
Step 5: How Can I Stay on Track?
Meeting annually can help ensure that you stay on track. If any of your goals or circumstances have changed, we can make appropriate updates that address your evolving needs.