Making Sense of Investing with Edward Jones
Navigating the World of Taxes with Action Tax Service
Financial & Professional Services
Making Sense of Investing with Edward Jones
It’ s critical to understand what is important to you and your family to help you identify and reach your goals. Edward Jones believes that following a systematic, fivestep approach can help ensure that their discussions will be thorough. That process helps lead to personalized solutions that will help you work toward reaching your financial goals. That approach also helps ensure your needs for income, investments, protection and legacy are met by:
• Defining and prioritizing your financial goals.
• Developing income and investment strategies.
• Implementing plans that can help protect your family in case the unexpected happens, such as a large medical bill or untimely death of a loved one.
• Reviewing solutions for a business, including succession plans and employee compensation.
• Identifying strategies to help convert a lump sum, deferred compensation, restricted stock or concentrated stock positions into a retirement income stream.
Edward Jones of Rockford Chris Carlson, Financial Advisor 6769 Courtland Drive, Suite 200, Rockford( 616) 874-8335 Member SIPC
Edward Jones of Belmont Mark Crouch, Financial Advisor 6355 Belmont Avenue, Suite 160, Belmont( 616) 365-7950 Member SIPC
Edward Jones can work with you to develop a complete, tailored approach to help meet your financial needs, which can make a world of difference in your financial future.
Edward Jones of Rockford John Winkle, Financial Advsor 32 N. Main St., Rockford( 616) 863-8450 Member SIPC www. EdwardJones. com
Navigating the World of Taxes with Action Tax Service
Small business owners and individuals need the expertise of Action Tax Service to navigate the complexities of taxes.
With a combined 90 years of experience, owner Jerry Coon and his professional staff help businesses and residents file their tax returns in an efficient, friendly and affordable manner. Founded in 1989, Action Tax Service can also assist with bookkeeping, payroll services and tax consultation.
“ We are proud to be a part of the Rockford community. We have many friends here and welcome new business,” said Jerry, who also serves on the Rockford City Council and the Rockford Chamber of Commerce. Action Tax Service
10271 Northland Drive, Rockford •( 616) 866-4704 Hours: 8:30-4:30( M-Th), Extended Hours During Tax Season www. ActionTaxService. com
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