Edward Jones - Scott Holman
Financial PlanningInvestment Services / Brokers
I am a full service financial advisor, specializing in successful retirement planning, business planning, and helping clients achieve a work optional lifestyle. Specifically, I work with you to establish what is most important to you, your family, and/or your business. Once, I have a firm understanding of what is important to you, I use an established process to build out customized strategies to achieve your goals. I firmly believe in proactively contacting you to keep you on track to your goals and update you with any changes in the marketplace that may effect your situation. I am passionate about the families and business's in Fountain Hills helping them obtain wealth to afford them the option of not working should they choose or to free up time for friends, family, or volunteering. If your curious about working with a local expert or are tired of calling a 1-800 number for service, I encourage you to call my office to schedule a brief in person meet and greet in a relaxed atmosphere.