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Finance

How’s Your Financial Health?

by Kimberly Alvarado May 3, 2022May 3, 2022
written by Kimberly Alvarado May 3, 2022May 3, 2022

Are you currently feeling fully maximized in most areas of your life? Do your physical, emotional, and financial meters parallel with your constantly emptying gasoline tank? At the end of the day, do you feel like there isn’t much of anything left over for enjoyment, for yourself, or with others? The guesswork of balancing our lives can be exhausting. It is true physically, mentally, and financially. It’s a lot like the sniffles — if you don’t take care, things tend to spiral downward.

THE BENEFITS OF UTILIZING A PROFESSIONAL FINANCIAL ADVISOR

It’s not possible to accurately plan for your financial future if you’re barely standing today. Local Edward Jones Financial Advisor, Linda Drake, helps investors of all ages take guesswork and uncertainty out of budgeting, planning, and investment goals. “My passion is to work alongside my clients as they move through their life stages,” Linda said.

Her customized approach and the desired partnership structure of Edward Jones Financial enables her to form direct relationships, built on trust, with her clients. These are elements which she deems most rewarding.

“Really getting to know my clients helps me understand their long-term financial goals,” she says

INDIVIDUALS AND YOUNG FAMILIES

The deliverance of sound advice and sensible navigation through the world of budgeting, financial strategies, and investment is the blueprint for life-changing success. As a financial educator, Linda provides assistance in decision making that can help clients proceed full speed ahead, with confidence.

Step one in that process is understanding your financial health. It’s comforting to learn the foundational causes for your financial stress, through professional guidance. Often uncertainty is more overwhelming than the challenge itself.

“In a perfect world, young individuals and families would consult with me earlier in life,” Linda says. “This would be beneficial in being able to regularly assess a strategy, support clients with staying on track and help implement tools to assist with life changes that inevitably happen.”

CREATING A STRATEGY

“Budgeting, planning, and investing are critical, especially in times of inflation,” says Linda. Investing money helps it grow, whereas otherwise, hard-earned cash or money invested in low-interest accounts dips at the downward mercy of inflation.

For busy individuals and young families, this is a time when a financial advisor can help keep you on track from irrational decisions like selling off stocks in a nosediving market. As your life circumstances change, so will your strategies and investments, aligning with your financial goals.

Linda is dedicated to helping you make sure your financial goals fit your current situation throughout each stage of life.

RETIREES AND SOON-TO-BE RETIREES

This is a critical time to implement important strategies for estate considerations, account consolidation, and steps to make sure you’re able to fund long-term care, should it be necessary. Topics like IRA’s, Social Security, and emotional readiness are all areas where your questions will be answered.

Guesswork shouldn’t be a part of life’s next chapter. Linda Drake, financial advisor at Edward Jones Financial, is your local professional in areas of concern for seniors.

Maybe you are concerned about outliving your money or the necessity of a supplemental healthcare coverage protection. Wouldn’t personalized, professional advice be a welcomed approach for the future of your finances? With her hard-working father as her inspiration, Linda holds a bachelor of science degree in management and worked in New York City as a consultant and project manager, where she further enhanced her analytical and planning skills. Her branch team includes her treasured office administrator, Marenda Sullivan, who brings two decades of experience in administration and remarkable customer service.

Your local Edward Jones Financial office is located at 3654 N. Power Road, Suite 169, in Mesa. To schedule a complimentary consultation with Linda Drake, please contact her office at (480) 985-2651.

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