Financial Advisor
CurrentAs a Financial Advisor with Edward Jones, I create personalized, strategic roadmaps to help clients meet their lifelong financial goals and dreams. My services include retirement planning as well as transfer and distribution of assets to loved ones/charities. With access to a broad array of company resources -- including research analysts and economic and market strategists – I can help you make informed investment decisions based on your specific needs. Please contact me if you would like help developing strategies for pursuing your financial goals: Dan.Schubert@edwardjones.comMy areas of focus:• Investing/Planning for Retirement• 401Ks, IRAs & IRA Rollovers• Education Funding & 529 Plans• Annuities• Life Insurance• Investment Planning• Estate Considerations• CDs, Mutual Funds, Stocks & Bonds• Corporate Retirement Plans (including 403b plans)• Executive Benefits & Compensation Plans• Group InsuranceThis information is intended for use only by residents of MO, IL, NY & CAInsurance Licensed in the following states: MO & ILOpinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm.
