The Financial Foundation suite allows our financial advisors to run various simulations – for instance, how spending a little less or saving a little more – could help accomplish what is most important to you. Not on track to meet your goals? No problem. You’ll review a report tailored exactly for you, clearly detailing this information and charting your progress. You'll clearly see and discuss how your current financial lifestyle – for instance, your current savings, spending and comfort with risk – aligns with meeting each of your goals. You’ll work together to personalize the Financial Foundation suite to reflect your unique needs. Financial Foundation is a state-of-the-art, goals-based financial suite, designed exclusively for Edward Jones financial advisors to use in partnership with their clients.įirst, you and your financial advisor will discuss and determine your goals for today and tomorrow. Edward Jones now provides complimentary copies of the CCH Wolters Kluwer State Tax Handbook, an all-in-one guide providing summaries of tax law topics organized by tax type and state, as well as state-specific tax guides for professionals who practice in California, Florida, New Jersey, New York, Texas, Michigan, Illinois and North Carolina. How you achieve your goals depends on dozens of factors – and we built a tool that accounts for each of them.
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