theeedjonesfinancialconcierge.com

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Financial Insight

I was born and raised Orlando, Florida, where i spent the first 18 years of my life. After high school, my journey took me to the other side of the world. Following my time in the Military, I moved to Arizona and began working for the Veterans Administration. However, after reaching a career plateau, I decided to pursue higher education. Despite earning two degrees, I found myself torn between what I wanted to do and what I felt I had to do. After exploring different paths, I discovered my true calling in financial planning. Now, I have the privilege of helping everyday people save and invest like the wealthy and large corporations. My focus is on 401K rollovers, life insurance, and guiding people toward a secure retirement- ensuring they not only retire comfortably but also leave a lasting legacy for their loved ones.

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Featured post

Featured post

The Secret to Saving $500 a Month Without Cutting Out the Fun

February 12, 2025 | by Edward Jones


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