Phoenix >Investment Advice > Edward Jones
4815 E Carefree Hwy Suite 103, Cave Creek, AZ | Directions 8533133.797531 -111.976648
Neighborhoods: Desert View
My In Laws are at that age where they are starting to look at their golden retirement years and not quite sure if they have enough to live the way they wanted to. Apparently, to them one of the perks of their daughter being married to an attorney is that I would be able to shift through their 401(k)s, IRAs, and Social Security documents and make sense of it. Sadly this was not the case. However, I was able to go with them to meet with Mr. Rogers who was able to not only review their current financial documents but also show where that left them in two years, three years, ten years. It was an eye opening experience but thoroughly informative not only to my In-Laws but to me and what I needed to start doing. I highly recommend James. He is a smart and savvy investor and extremely easy to talk to about these issues.
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