Edward Jones is a different kind of investment firm. To us, face time & think time make sense. We meet with you to learn your individual needs so we can help you achieve your long-term financial goals
Using my over 35 years of investing experience, I work with the serious, long term investor to design, develop and achieve their life long goals including the ability to retire ONE time.
My Focus Areas are: Protecting Your Family, Saving for Retirement, Living in Retirement, Financial Strategy, Saving for Education and Small Business
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.
Silver Accounting Group, LLC and SG Wealth LLC provide a full range of wealth management, tax, accounting, bookkeeping, consulting, payroll and business services. We can provide qualified accounting professionals who can ensure that your financial records are maintained correctly and accurately. We work with you to ensure that your personal or business processes are conducted in a manner that ensures ongoing integrity in your financial transactions. Accounting services no longer require in-house staff and all the accompanying overhead expenses and hassles. Advances in technology now allow us to securely provide you with accounting and bookkeeping services anywhere in the world. You can access your financial information and business files online, anytime, for a fraction of the cost of in-house accounting.
Shank Wealth Management is an independent Wealth Management firm with a consistent, disciplined process. We are a team of Financial Planners with more than 50 years of combined experience helping clients meet objectives well beyond their investment goals. Our clients receive sophisticated financial planning, portfolio management, and personalized client services.