Financial Advisor3212 South GlenstoneSpringfield, MO 65804Phone: 417.841.4386Email:firstname.lastname@example.org
Jeff knows the path to financial freedom starts with a plan. To get you started on your path, Jeff will first help you assess your current financial situation. Then he will guide you in defining and prioritizing short- and long-term goals. From this baseline, Jeff will formulate a personalized financial plan for your consideration. Your plan reflects your personal investment preferences, tolerance for risk and investment time horizon. Once established, Jeff will periodically invite you to review progress and performance of your strategy. Review offers an opportunity to determine if any adjustments are needed to keep you on track toward financial freedom.
Originally from western Kansas, Jeff received a Bachelor Degree in Economics from the University of Kansas. When not working or watching his three sons play hockey, Jeff enjoys reading, writing, and cycling. Committed to giving back to the community, Jeff serves as chair of his church finance and building committees. A graduate of Leadership Springfield Class 19 and a member of its board, he lends his time and talents wherever needed. Committed to the Rotary Club motto of “Service above self. He profits most who serves best” Jeff is past-president of Sunrise Rotary Club, board member of Rock ‘n Ribs and the combined board of the Rotary Clubs of Springfield.
With life’s uncertainties and so many investment options to consider, it makes sense to rely on a professional with the expertise and commitment to help you set goals and prepare for your financial future. Call, email or stop by Jeff’s office soon to arrange a no-obligation personal financial review.
Registered representative of INVEST Financial Corporation, member FINRA /SIPC . INVEST and its affiliated insurance agencies offer securities, advisory services, and certain insurance products and are not affiliated with any other entities named. Products and services offered through INVEST *Are not FDIC insured *are not guaranteed by any Bank* may lose value.
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