Edward Jones - Financial Advisor: Matthew Kelso
FINANCIAL ADVISOR/ RETIREMENT
I strive to understand what's important to my clients and take the time to learn about your lives - not just your financial life. I learn about your values, hopes, and dreams for the future over time as I look for opportunities to show that I genuinely care. I use an established process to build very personalized strategies that help you get to your goals.
1) Where are you today?
2) Where would you like to be?
3) Can you get there?
4) How do you get there?
5 How can you stay on track?
I will partner together with you throughout your life to help keep you on track. There are going to be ups and downs in your life and I strive to earn your trust so that I can help you navigate through the hard times, celebrate the good times, and keep you on the right path.
At Edward Jones Investments we ''Make Sense of Investing''. Allow me to help you make sense of investing and give you a peace of mind.