Edward Jones - Julie Scheffer
Financial AdvisorFinancial Planning & InvestmentsFinancial Services
As a financial advisor, I believe it’s important to invest my time to understand who you are, what you hope to achieve and what is most important to you before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.
Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop tailored strategies to help you achieve your goals. We will monitor your progress to ensure you stay on track and determine if any adjustments need to be made. Throughout it all, my office is dedicated to providing you top-notch client service.
Outside of the office, I spend as much time as possible with my amazing husband and our two 4-year-old daughters, Tessa and Sydney, adventuring in the beautiful Colorado outdoors. I am a Colorado native, having grown up in a small farming community on the eastern plains.
At the end of the day, I know that my family shares many of the same joys and concerns as our clients. Are we on track for those goals that are most important to us? What more can we do to prepare for tomorrow's uncertainties?
As an Edward Jones financial advisor, my focus is on helping my clients prepare for the future and changing lives – one financial goal at a time.