Edward Jones- Financial Advisor: Joel Barnett

Your financial strategy should reflect your goals—both financial and nonfinancial. Whether your personal beliefs, family priorities or long-term aspirations guide your thinking, a personalized financial strategy can help ensure your strategy reflects your values. Let’s connect to explore what this could look like for you.

Your financial strategy should reflect what matters most to you. By understanding your financial goals alongside your personal values, I can help design a financial strategy that reflects what’s important to you. Let’s explore what that could look like for you and the causes you care about.

I’m proud to be part of a firm committed to helping families—both through thoughtful, personalized guidance and meaningful community support.

One of the ways we help support communities is through the Walk to End Alzheimer’s®️. It’s a powerful reminder that together, we can make a difference for families impacted by this disease. From funding research to supporting caregivers, every step counts.

If you’d like to join us for an upcoming walk, reach out to me or click this link to learn more: https://bit.ly/4fAkGMG

Contributing to a cause and participating in or volunteering for a charity or charitable event is a personal decision and completely voluntary.

The road ahead looks different for everyone. Different goals, different timelines, different milestones. At Edward Jones, we take the time to understand yours so we can help you get to exactly where you want to be.

Building the life you want means planning for the road ahead. At Edward Jones, we're right there with you helping you navigate every turn, so you can keep moving toward your goals with confidence.

Caring for an aging loved one can mean juggling doctor visits, navigating paperwork and adapting to evolving financial needs. But you don’t have to manage it on your own. I can help you plan for the long term so you feel confident in the decisions you’re making. If this sounds helpful, I’d would be happy to walk through your options.

Many retirees look forward to traveling more in retirement — and the most enjoyable trips often start with a plan. Thinking ahead about how you want to travel, budgeting for the unexpected and prioritizing comfort can make a big difference in both cost and enjoyment.

6 smart strategies for traveling in retirement (US|EN) With fewer calendar constraints and greater flexibility, travel may suddenly feel more possible in retirement.www.edwardjones.com/us-en

Stay informed while you're away with Online Access. It’s always available for a quick check-in or a deep dive.

https://bit.ly/4uDu4Uc

For business owners, succession and exit planning isn’t a one time event—it’s a process. The earlier the conversation starts, the more options you often have.

If protecting both your legacy and your life beyond the business matters to you, feel free to reach out so we can get the conversation started.

Learn more here: https://bit.ly/4dBZ550

High-interest debt can feel overwhelming, but a clear plan can change that. As a financial advisor, I work with clients to create strategies that fit their lives and their goals. Ready to get started? Let’s talk.