Edward Jones - Financial Advisor: Mollie M Stephens, CFP®|AAMS®

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

At Protecting Your Retirement we believe your financial status and goals are unique and therefore deserve the competent, personal attention that can only be provided by well educated and experienced financial professionals. We meet each client and prospective client in private face-to-face appointments and we strive to help your retirement assets work hand in hand with your retirement needs and goals. Our team has always believed that the part of your assets that are necessary to provide for your retirement should never be placed at stock market risk. At Protecting Your Retirement the companies we recommend to you do not predict, assume or guess at the amount of your lifetime income; they guarantee it. We present illustrations of what is guaranteed by large life insurance companies not projections, hypotheticals or guesses as to when past trends may repeat. We frequently use an income approach to help you achieve a successful retirement journey. This means comparing your anticipated ne

Focused on building long-term relationships with clients. At Sarver Vrooman Wealth Advisors we act in the best interest of clients. Our clients are the heart of our wealth management practice. We are committed to going the “extra mile” for clients and focus on the client experience by being transparent, punctual, available, and honoring our commitments.