The benefits of a financial advisor

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The benefits of partnering with a financial advisor

Our finances touch nearly every aspect of our lives. So, working with a financial advisor can have a positive impact on your own financial well-being, but also on your loved ones, future generations and even your community.

Moving confidently toward the future you imagine begins with that first step of deciding who will walk alongside you. A deeply committed partner who puts in the work and sticks with you for the long haul can help you get more from life, and put more back into it.

So, we encourage you to take this first step – learn about the benefits of working with a financial advisor and see what a difference it makes to have a partner on your financial journey.

How a financial advisor can help

A financial advisor can bring you closer to the future you see for yourself in many ways – from creating personalized savings strategies for all your short- and long-term goals, to selecting the right investment products for you, working through estate considerations and setting up insurance protection for you and your loved ones.

But the most important benefits aren’t necessarily the details of strategies and investments. We believe the real difference is in finding a long-term, trusted partner who understands what's most important to you, and why.

No two people are the same, so your financial goals and investment strategies should be as individual as you are. By listening to your unique story, your financial advisor can help develop sound goals and strong foundational strategies to keep you on track toward your vision for the future.

At Edward Jones, our financial advisors are committed to your lifelong journey, so you can be sure you’ll have someone to help you adapt as life evolves. Whether you want to save for retirement, make sure your kids or grandkids graduate college debt-free, travel the world or build wealth to last generations, we can partner with you to realize the possibilities.

Use our Starting Point tool to find out what Edward Jones resources may be helpful to you based on your experience and goals.

1Options include annuitizing an existing annuity, purchasing a deferred or immediate annuity or purchasing a fixed or variable annuity with optional guaranteed income benefits. Income payments are backed by the claims-paying ability of the issuing insurance company. The principal value of the variable annuity can decline with the market and lose principal, but the income stream can be insured by the insurance company for life.

2Costs or structure of these options may limit the attractiveness of these options or reduce the ability to act as an inflation hedge. Immediate annuities with the annual increase option will typically start with a much lower initial payment. Deferred variable annuities typically only serve as an inflation hedge until income begins. Once income is started, the chances of a payment increase are minimal.