Edward Jones - Financial Advisor: Loy C Coffey, CFP®|AAMS¿
1315 E Washington Ave, Navasota 77868
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About
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 w...About
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 specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you top-notch client service.Elder Law Services
- Estate Planning
- Advance Health Care Directives
- Guardianship and Conservatorship
- Financial Power of Attorney
- Durable power of attorney
- Living will
Next steps to sign up for the Eldercare Financial Planner
- Contact the financial planner to schedule an initial consultation or assessment and discuss your needs and expectations. You can do this through the "connect" function on this web page.
- Verify the planner's experience and credentials in eldercare financial planning.
- Assess their fee structure and financing options.
- Request client references to gauge satisfaction.
- Collaborate on a financial planning strategy tailored to your needs.
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