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Edward Jones - How We Work Together With Our Clients
- 1. FAP-8334A-C NOV 2016 息 2016 EDWARD D. JONES & CO., L.P. ALL RIGHTS RESERVED. Member Canadian Investor Protection Fund To Achieve Whats Most Important to You How We Work Together WHATS IMPORTANT TO YOU OUR ESTABLISHED PROCESS PARTNERING TO HELP YOU STAY ON TRACK QUESTIONS AND NEXT STEPS BRINGING IT ALL TOGETHER
- 2. Click the arrow to learn more. WHATS IMPORTANT TO YOU OUR ESTABLISHED PROCESS PARTNERING TO HELP YOU STAY ON TRACK QUESTIONS AND NEXT STEPS BRINGING IT ALL TOGETHER Whats Important to You
- 3. Whats Important to You Preparing for retirement Living in retirement Paying for education Preparing for the unexpected Planning your estate or inheritance WHATS IMPORTANT TO YOU OUR ESTABLISHED PROCESS PARTNERING TO HELP YOU STAY ON TRACK QUESTIONS AND NEXT STEPS BRINGING IT ALL TOGETHER X
- 4. 1WHERE AM I TODAY? 2WHERE WOULD I LIKE TO BE? 3CAN I GET THERE? 4HOW DO I GET THERE? 5HOW CAN I STAY ON TRACK? MY FINANCIAL NEEDS 速 Click on each step to learn more. To build personalized strategies to help you achieve your goals We Use an Established Process OUR ESTABLISHED PROCESS WHATS IMPORTANT TO YOU PARTNERING TO HELP YOU STAY ON TRACK QUESTIONS AND NEXT STEPS BRINGING IT ALL TOGETHER
- 5. 1WHERE AM I TODAY? 2WHERE WOULD I LIKE TO BE? 3CAN I GET THERE? 5HOW CAN I STAY ON TRACK? MY FINANCIAL NEEDS 4HOW DO I GET THERE? 速 Understand Current Goals & Your Comfort With Taking Risk OUR ESTABLISHED PROCESS Your Current Financial Picture Investments Assets Income Expenses Debt WHATS IMPORTANT TO YOU PARTNERING TO HELP YOU STAY ON TRACK QUESTIONS AND NEXT STEPS BRINGING IT ALL TOGETHER
- 6. Your Current Financial Picture Investments Assets Income Expenses Debt Understand Your Comfort With Taking Risk 1WHERE AM I TODAY? 2WHERE WOULD I LIKE TO BE? 3CAN I GET THERE? 5HOW CAN I STAY ON TRACK? MY FINANCIAL NEEDS 4HOW DO I GET THERE? 速 Investments & Accounts Stocks, bonds, mutual funds Registered Plans Non-Registered Plans Assets Home Property Insurance policies Business Income Work Government Benefits Pension Rental income Expenses What are you spending today? Does that change in the future? Debt Mortgage Personal loans (auto, student, etc.) Credit cards OUR ESTABLISHED PROCESS WHATS IMPORTANT TO YOU PARTNERING TO HELP YOU STAY ON TRACK QUESTIONS AND NEXT STEPS BRINGING IT ALL TOGETHER X
- 7. 1WHERE AM I TODAY? 2WHERE WOULD I LIKE TO BE? 3CAN I GET THERE? 5HOW CAN I STAY ON TRACK? MY FINANCIAL NEEDS 4HOW DO I GET THERE? 速 Preparing for retirement Living in retirement Paying for education Preparing for the unexpected Planning your estate or inheritance OUR ESTABLISHED PROCESS WHATS IMPORTANT TO YOU PARTNERING TO HELP YOU STAY ON TRACK QUESTIONS AND NEXT STEPS BRINGING IT ALL TOGETHER
- 8. 1WHERE AM I TODAY? 2WHERE WOULD I LIKE TO BE? 3CAN I GET THERE? 5HOW CAN I STAY ON TRACK? MY FINANCIAL NEEDS 4HOW DO I GET THERE? 速 Analyze current situation Revisit goals if needed Discuss any other assets OUR ESTABLISHED PROCESS WHATS IMPORTANT TO YOU PARTNERING TO HELP YOU STAY ON TRACK QUESTIONS AND NEXT STEPS BRINGING IT ALL TOGETHER
- 9. 1WHERE AM I TODAY? 2WHERE WOULD I LIKE TO BE? 3CAN I GET THERE? 5HOW CAN I STAY ON TRACK? MY FINANCIAL NEEDS 4HOW DO I GET THERE? 速 Build your strategy and portfolio Understand your investment performance Help you make good choices Understand costs and fees OUR ESTABLISHED PROCESS How We Identify Quality Investments WHATS IMPORTANT TO YOU PARTNERING TO HELP YOU STAY ON TRACK QUESTIONS AND NEXT STEPS BRINGING IT ALL TOGETHER
- 10. 1WHERE AM I TODAY? 2WHERE WOULD I LIKE TO BE? 3CAN I GET THERE? 5HOW CAN I STAY ON TRACK? MY FINANCIAL NEEDS 4HOW DO I GET THERE? 速 Build your portfolio Understand your investment performance Understand costs and fees Entire universe of available stocks, mutual funds, bonds and other securities How We Identify and Recommend Quality Investments Our Investment Philosophy and Quality Standards Set of potential long-term investment options that we recommend Our Research Analysis and Due Diligence Process Current investment guidance for our clients Partnership with Your Financial Advisor Your personalized strategy and portfolio Entire universe of available stocks, mutual funds, bonds and other securities Our Investment Philosophy and Quality Standards Set of potential long-term investment options that are appropriate for our clients Our Research Analysis and Due Diligence Process Current investment guidance for our clients Partnership with Your Financial Advisor Your personalized strategy and portfolio How We Identify Quality Investments OUR ESTABLISHED PROCESS WHATS IMPORTANT TO YOU PARTNERING TO HELP YOU STAY ON TRACK QUESTIONS AND NEXT STEPS BRINGING IT ALL TOGETHER X
- 11. 1WHERE AM I TODAY? 2WHERE WOULD I LIKE TO BE? 3CAN I GET THERE? 5HOW CAN I STAY ON TRACK? MY FINANCIAL NEEDS 4HOW DO I GET THERE? 速 Partnering with You to Stay On Track PARTNERING TO HELP YOU STAY ON TRACK Regularly review strategy Stay in touch Connect via Online Access WHATS IMPORTANT TO YOU OUR ESTABLISHED PROCESS QUESTIONS AND NEXT STEPS BRINGING IT ALL TOGETHER
- 12. Regularly review strategy Staying in touch Connecting via Online Access Partnering with You to Stay On Track 1WHERE AM I TODAY? 2WHERE WOULD I LIKE TO BE? 3CAN I GET THERE? 5HOW CAN I STAY ON TRACK? MY FINANCIAL NEEDS 4HOW DO I GET THERE? 速 Regularly review strategy Make adjustments if needed Identify timely opportunities and risks Prepare for the unexpected Discuss your other goals Stay in touch How often we will meet Whats the best way to reach you Timely market news Connect via Online Access Account information Alerts PARTNERING TO HELP YOU STAY ON TRACK WHATS IMPORTANT TO YOU OUR ESTABLISHED PROCESS QUESTIONS AND NEXT STEPS BRINGING IT ALL TOGETHER X
- 13. Your Dedicated Team Click on a partner to learn more. PARTNERING TO HELP YOU STAY ON TRACK FINANCIAL ADVISOR BRANCH OFFICE ADMINISTRATOR EDWARD JONES HOME OFFICE LEGAL AND TAX PROFESSIONALS WHATS IMPORTANT TO YOU OUR ESTABLISHED PROCESS QUESTIONS AND NEXT STEPS BRINGING IT ALL TOGETHER
- 14. Your Dedicated Team Click on a partner to learn more. LEGAL AND TAX PROFESSIONALS We work with your team of professionals, who can provide expertise in their respective 鍖elds. EDWARD JONES HOME OFFICE Includes specialists from: Investment Policy Committee Product Review Research Security/Privacy BRANCH OFFICE ADMINISTRATOR Manages client service and daily office administration, which allows me to focus on solutions to meet your 鍖nancial needs. Edward Jones, its employees and financial advisors are not estate planners and cannot provide tax or legal advice. Please consult your lawyer or qualified tax advisor regarding your situation. PARTNERING TO HELP YOU STAY ON TRACK WHATS IMPORTANT TO YOU OUR ESTABLISHED PROCESS QUESTIONS AND NEXT STEPS BRINGING IT ALL TOGETHER X
- 15. I want to understand whats important to you Well use an established process to build personalized strategies to help you achieve your goals We will partner together throughout your life to help keep you on track BRINGING IT ALL TOGETHER WHATS IMPORTANT TO YOU OUR ESTABLISHED PROCESS PARTNERING TO HELP YOU STAY ON TRACK QUESTIONS AND NEXT STEPS
- 16. What questions do you have? Whats next? QUESTIONS AND NEXT STEPS WHATS IMPORTANT TO YOU OUR ESTABLISHED PROCESS PARTNERING TO HELP YOU STAY ON TRACK BRINGING IT ALL TOGETHER