As a busy professional working hard to balance your career, spend time with family and stay active, you know that there are a limited number of hours left in the day. For over 25 years in the corporate world, I experienced the same challenge, and that is why I developed my practice here at Edward Jones to help busy professionals build financial strategies.

The financial strategies we build for our clients look at your holistic financial picture, giving you the confidence to know your money is working as hard as you do. Our 5-Step process begins with where you are today and continues with regular monitoring to make sure you stay on track.

My clients come to me when they seek to know the following:
- Will I have enough to retire, or at what age can I retire?
- Should I be investing in a traditional or Roth IRA?
- Do I have enough saved for the kid's college? How much should I be setting aside?
- If I saved a little bit more, how would that change my retirement goal?
- What happens to my portfolio when the market changes?
- Have I planned for the unexpected?
- How should I prioritize my assets, so I am focused on the highest priority items first?

The landscape has changed for busy professionals and my clients are tired of putting all their energy into:
- Estimating how much they will need for retirement.
- Determining how much to set aside to pay for their kid's education.
- Balancing life insurance and emergency fund accumulation to determine how much coverage they need.
- Building and maintaining a budget.

Within a few months, my clients are able to:
- Feel confident that they know their retirement goal and how to get there.
- Plan for retirement knowing when they can retire.
- Plan for their kids' college education costs.
- Manage unexpected events.
- Prioritize their income so their money is working efficiently.

If you would like to make the shift from asking to knowing the answers to these challenges, please give me a call at (503) 635-0651 or email me at Darrell.Geymann@EdwardJones.com. We can work together to build you a financial strategy, giving you the confidence to know that your money is working towards your goals.