I am very passionate about teaching and helping people better understand their financial situation. Because of this, I explain all concepts in simple terms and make sure my clients and I are on the same page before moving to another topic.
I believe explaining financial concepts is just as important as the recommendations that we make here at Edward Jones.
I believe it’s important to invest my time to understand what you’re working toward and why it is important to you, before we invest any money. It's also important to understand how comfortable you are with risk so we can customize a portfolio to help you reach your long-term goals.
Whether you're planning for retirement, planning for spending while in retirement, saving for education for children or grandchildren, or just trying to make sure you have a plan in place for you and your loved ones, we can work together to develop specific strategies to help you achieve your goals. But we don't stop there once the plan is in place we will stay in regular contact to make sure you are on track and to make adjustments when needed. Throughout it all, we're dedicated to providing you with a great client experience.
When working with an Edward Jones advisor, you get that one-on-one service and we truly do partner together for life. But we're not alone. Thousands of people and advanced technology support our office so we can ensure you receive the most up to date and comprehensive guidance. In addition, we are more than happy to work with your accountant, lawyer and other trusted professionals to deliver a holistic approach to your financial future. Working together, we can help you develop a complete, tailored solution to help you achieve and exceed your financial goals.
When I am not at the office, I am spending time with my two children, Gabrielle and Jalen, and my wife, Laura. We live in Bedford and cant picture leaving the community. We have so many wonderful neighbours and have a true sense of community.
- Retirement Savings Strategies
- Wealth Protection Strategies
- Business Retirement Plans
- Education Savings Strategies
- Divorce Finances
- Retirement Income Strategies
My Personal Interests
- Spending Time with Family
- Coaching Sports
- Social Responsibility
Phone NumberMike Bailey at (902) 407-7655
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