M A D I S O N , M I S S I S S I P P I
Edward Jones in a financial services firm based in Missouri, but they serve investment clients all over the United States and Canada. Their branch network consists of more than 15,000 locations and 19,000 financial advisors. One amazing financial advisor located in Mississippi is Cindee Herlocker.
Cindee’s focus is helping people plan for their retirement. There’s so much more that goes into that type of planning. As she works through her client’s path to retirement, things will change because people’s approach to life will always change.
She also helps her clients with estate planning. Estate planning can start early, young couples in their 30’s and 40’s need someone to help them because majority of that age group do not have policies in place outside of their work. She is also no stranger to working with entire families for their estate planning. Everyone from grandma and grandpa along with their kids and their grandbabies. Cindee helps her clients with different types of investments, structures, and make sure they are connected with good attorneys to protect all of their assets. There is a lot that goes into financial planning and Edward Jones has been working hard to refine their wealth management process.
People need a financial advisor because the majority of people don’t understand what makes the stock market work.
“Our world turns in a circle, we all evolve in a cycle, so your finances evolve in a cycle too,” said Cindee.
Cindee said that 2022 has started out to be a very unusual year. Which is good, because when we have volatility in the market, we have money moving, and when money moves it creates more money. This creates growth if it’s moving, we begin to worry when things become stagnant.
It’s important to work with someone who understands the financial world and will help guide their clients through the process. A financial advisor is not just someone who watches your money, it’s someone who is preparing you for your future.
“If you don’t have a plan to get you to a goal, that goal is nothing more than a wish. You must have a plan, and that’s what I do. I help people set plans to reach their goals.” You don’t have to be wealthy to start, people just need to get started.
Cindee’s focus is helping people plan for their retirement. There’s so much more that goes into that type of planning. As she works through her client’s path to retirement, things will change because people’s approach to life will always change.
She also helps her clients with estate planning. Estate planning can start early, young couples in their 30’s and 40’s need someone to help them because majority of that age group do not have policies in place outside of their work. She is also no stranger to working with entire families for their estate planning. Everyone from grandma and grandpa along with their kids and their grandbabies. Cindee helps her clients with different types of investments, structures, and make sure they are connected with good attorneys to protect all of their assets. There is a lot that goes into financial planning and Edward Jones has been working hard to refine their wealth management process.
People need a financial advisor because the majority of people don’t understand what makes the stock market work.
“Our world turns in a circle, we all evolve in a cycle, so your finances evolve in a cycle too,” said Cindee.
Cindee said that 2022 has started out to be a very unusual year. Which is good, because when we have volatility in the market, we have money moving, and when money moves it creates more money. This creates growth if it’s moving, we begin to worry when things become stagnant.
It’s important to work with someone who understands the financial world and will help guide their clients through the process. A financial advisor is not just someone who watches your money, it’s someone who is preparing you for your future.
“If you don’t have a plan to get you to a goal, that goal is nothing more than a wish. You must have a plan, and that’s what I do. I help people set plans to reach their goals.” You don’t have to be wealthy to start, people just need to get started.
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