Edward Jones- Financial Advisor: Sara Fitzpatrick

Maintain your balance is rule #7 - you should always be making sure your portfolio aligns to your objectives. [EDJ2021]

Will you have enough money saved for retirement? Use these results as a starting point. [EDJ2020]

Have you recently changed jobs or careers? It’s time to decide what to do with your 401(k). [EDJ2020]

Take a look at this high-level outline of the probate process, then let's put estate strategies in place to potentially avoid it. [EDJ2021]

To help make sure your dependents receive their inheritance according to your wishes, you may want to consider a Transfer on Death Agreement (TOD). [EDJ2021]