R B Wealth Partners

The advisor listed is an Ameriprise financial advisor in Cornelius. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. I believe that financial planning is an extension of life planning and that you have to address both together. Our approach begins with a detailed goal setting process using our exclusive Confident Retirement approach. This helps you plan for an income stream that covers both essential and lifestyle expenses, reduce vulnerability to unexpected events and plan for the legacy you want to leave. We then create an Investment Policy Statement that carefully considers your goals and financial details. This allows us to help you customize a portfolio for your family and needs. We believe that financial planning can be a stress-reducing process.

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

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