As an Edward Jones financial advisor, Michelle believes it’s important to invest her 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, Michelle can help you work together to develop specific strategies to help you achieve your goals. With her, you 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, she’s dedicated to providing you top-notch client service and providing a complete, tailored strategy to help you achieve your financial goals.
Michelle’s main Focus Areas of Expertise are:
- Retirement Savings Strategies
- Retirement Income Strategies
- College Savings
- Estate & Legacy Strategies
- Insurance & Annuities
Edward Jones is a licensed insurance producer in all states and Washington, D.C., through Edward D. Jones & Co., L.P., and in California, New Mexico and Massachusetts through Edward Jones Insurance Agency of California, L.L.C.; Edward Jones Insurance Agency of New Mexico, L.L.C.; and Edward Jones Insurance Agency of Massachusetts, L.L.C.