Whether you're a business owner or executive wanting to establish tax-efficient strategies for your retirement or manage the financial risks of your business, someone who is living in retirement wanting to maximize his or her risk-adjusted income, or you're just trying to protect the financial future of the ones you care for the most, we can partner together to develop tailored strategies to help you achieve your goals.
As an Edward Jones financial advisor with over 34 years of experience in the financial services industry, I believe it's very important to understand your unique goals and concerns before you invest your money or you implement an insurance program to help protect the finances of you, your family or your business. Tied to this information is confirming the level of risk you're comfortable with and can potentially accept when investing so we can balance it with the steps necessary to reach your long-term plans.
We're not alone. Thousands of people and advanced technology support our Edward Jones office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise.
Lastly, and equally important, we also monitor your progress and work together over your lifetime to help you stay on track.
Call or email me today so we can set up a virtual coffee or tea break to get to know each other. It would sincerely be my pleasure to be of service.
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Protection Strategies
- Estate & Legacy Strategies
- Business Owner Considerations
- Business Retirement Plans
My Personal Interests
- Spending Time with Family
- Home Improvement
- Personal Fitness
Phone NumberSteven Elliott at (519) 740-2080
|Mon||09:00AM - 05:00PM|
|Tue||09:00AM - 05:00PM|
|Wed||09:00AM - 05:00PM|
|Thu||09:00AM - 05:00PM|
|Fri||09:00AM - 05:00PM|
|Sat||By Appointment Only|
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