What to expect from a financial advisor – EDWARD JONES

Written by on June 29th, 2022

If you know you need to invest for retirement and other objectives, but you’re unsure of the road you should follow, you may want to get some guidance from a financial professional. But if you’ve never worked with one before, what can you expect?

First, a financial advisor will assess your situation – your assets and income and your hopes and dreams for your future.

A financial advisor will also help you determine investment moves appropriate for your goals and risk tolerance. And you can expect regular communications, including portfolio reviews at least once a year.

Also, a financial advisor can develop hypothetical illustrations that can show you how you might be able to choose different paths, such as retiring earlier than you had planned.

Most important, a financial advisor can help you feel more confident as you pursue your financial goals. And during times of market turbulence, such as we’ve experienced this year, a financial advisor can help you avoid overreacting to downturns.

Navigating the investment landscape can be challenging – but the journey can be a lot smoother if you have the right guide.

This article was written by Edward Jones for use by your local Edward Jones Financial Advisor, Casey Caliva, at Historical 30th & Fern. 

Edward Jones, its employees and financial advisors cannot provide tax or legal advice. You should consult your attorney or qualified tax advisor regarding your situation.

Member SIPC

Address:  2222 Fern St., San Diego CA 92104
Phone:  619-516-2744
Web: www.edwardjones.com/casey-caliva