Brandon Danielson Email & Phone Number

Purpose Statement: Our purpose is to Educate, Serve, and Build Legacies with our clients. Our pillars of success are what brands us and keeps our clients' needs at the forefront always. Education - Through education, we provide the knowledge needed for holistic portfolio building and financial planning. The need to 'sell someone' a product or policy, is immediately relieved with the accuracy and sincerity of our recommendations. By having genuine conversations and partnering with our clients, we establish the foundation of a quality relationship - trust, making decisions together for the betterment of our clients and their needs.Service - our second pillar of success. Service is done in one of two ways, reactively or proactively. In a reactive approach, the communication, timeline, and actionable items, become impacted in a negative way and can be damaging to the client relationship. By being proactive with our actions, creating for ourselves realistic timetables, and providing early and often (if needed) effective communication, we maintain and grow the client relationship while strengthening the partnering bond.Legacy Building - The third and final Pillar of Success. Performing regular portfolio reviews, provides the opportunity to celebrate our client wins while adjusting where needed to keep goals updated. Building a Legacy goes beyond 'leaving something for the kids'. Creating Generational Wealth is our endgame./*********/For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.

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  Southern Illinois University, Carbondale

  3.95