Financial Advisor
Currentwww.edwardjones.com/heidi-m-olsonHeidi.m.olson@edwardjones.comBurnsville, MN952-890-7205Every aspect of my practice is aligned to help me better understand and meet my clients’ unique needs. I engage my clients in thoughtful conversations and carefully listen to each client’s goals and objectives. My desire is to share milestones with you for years to come. I am committed to a long-term investment philosophy that helps protect my client's assets and their futures. I emphasize quality, diversification and a strategic asset allocation aligned to the client's values and important life events. What clients can expect:- Straightforward conversations in a way that is informative and not fancy- A consultative, holistic individualized approach to addressing their financial needs, including, retirement planning, education planning, business succession planning, insurance needs and estate considerations- Individualized investment recommendations focused on a diversified mix of stocks, fixed-income investments, mutual funds, and annuities - Personalized attention and answers to financial questions and concerns - Face-to-face or web based meetings- Regular meetings to review their portfolio and discuss changes in life goals - Explanations of investments and recommendations as well as transparency of cost My team is focused on doing what is best for our clients. www.edwardjones.com/heidi-m-olsonHeidi.m.olson@edwardjones.com952-890-7205
