Edward Jones - Financial Advisor: Blair Lukan, CFP®

At Edward Jones—Financial Advisor: Blair Lukan, CFP®, we think it is important you have a dialogue about your financial objectives. We can help you plan your retirement, save for your kid's college education, and assist you with your tax planning. However, your “why” is what I need to understand first before I can suggest any financial strategies. If you want to retire by the age of 60, then the next question would be “why is it important to you?” Our conversation and your responses help us reveal what is truly important to you. My role is not to earn money; it is to assist you in making your money work for you. Understanding your essence enables me to give you the best advice when it comes to getting solutions and investments working for you. My contention is that people generally overestimate what they can achieve in a year and underestimate what they can achieve in a lifetime. Your personal financial plan is a written strategy that sets reasonable but encouraging expectations and outlines specific measures to keep you on course throughout life. This will help you understand your alternatives and priorities. When impulsiveness or market downturns influence your decision-making, this process prioritizes long-term perspectives over short-term impulses. Our members appreciate that I am part of a larger organization, and that I do my homework so they can trust the information that I give them.