Edward Jones- Financial Advisor: Rachael Hunt

You don’t have to have a complex estate to benefit from a clear, thoughtful strategy. I can help walk you through the process, prioritize your goals and work to coordinate your team of tax and legal professionals to help ensure your personal estate goals are met. Ready to get started? Let’s talk.

Big life changes can bring big financial questions. Marriage, a new child, divorce or the loss of a loved one can all impact your estate plan—and may signal it’s time for a check-in.

Learn which moments matter most and how to help keep your wishes up to date: https://bit.ly/4ut981g

Financial planning allows me to take a comprehensive look at my client's entire financial picture, dive deeper into areas of opportunity and create a plan tailored to their unique goals.

Financial Planning Assets (US|EN) A comprehensive approach to managing wealth financial planning delivers a personalized experience across five areas of your financial life.www.edwardjones.com/us-en

Collaboration can be key! We believe in creating a comprehensive team approach for our clients by working with their legal and tax professionals. Contact us today to find out how our estate and trust services can help you provide a higher level of client service.
https://bit.ly/3Pkvcgh

A recent Edward Jones report found nearly 1 in 4 millennials say they’re not on track to achieve financial fulfillment. But fulfillment isn’t just about saving more — it’s about having the freedom to enjoy life, spend time with loved ones and reduce money-related stress. Learn why building your financial future starts with aligning money to what matters most.

25% of millennials feel financially off track: report (US|EN) Nearly 25% of millennials say they’re not on track to achieve financial fulfillment — higher than both Generation X and baby boomers, according to Edward Jones’ Pulse of North America report.www.edwardjones.com/us-en

Caregivers give so much of themselves—and they deserve support, too.

That’s why I like to share helpful resources with my clients like the Alzheimer’s Association®️ Live Learning Webinars. These free sessions offer guidance on planning ahead, navigating care decisions and supporting caregivers at every stage.

I’m proud that Edward Jones has been a National Presenting Sponsor of the Walk to End Alzheimer’s®️ since 2016, standing alongside families and caregivers nationwide.
Learn more at: alz.org/livelearning

And if planning for the future is on your mind, I’m always here to listen.

Edward Jones financial planning offers you a deeper view of your financial picture and allows us to tailor strategies to best support your goals.

Financial Planning Assets (US|EN) A comprehensive approach to managing wealth financial planning delivers a personalized experience across five areas of your financial life.www.edwardjones.com/us-en

May the spirit of Easter bring you renewed happiness, joy and love.

Get money on your mind! April is Financial Literacy Month, and it’s important to understand your finances so you can take control of your future. Reach out and I can help you navigate the options and decisions to set you on a path of financial well-being.

Learn more: https://bit.ly/47HhZ7f

Chag Pesach Sameach! We hope you and your family have a joyous Passover.