by Eric A Thomas
There are many things to consider and contemplate when you are thinking about your finances. If looking for guidance and advice, one area Edward Jones office has a new face to help.
Meet Jack Whalen. A Jacksonville native, Whalen joined his father, Will Whalen, at his 326 E. Morton Ave. office in December 2021. Whether you are planning for retirement, saving for education, living in retirement or leaving a legacy, Jack Whalen can sit down with you and give you the tools to make the best decisions. “We partner with our clients to help them prepare financially for any number of their goals or needs in order to help them live their best lives,” he comments.
Often, people will wonder when about the best time to get a financial advisor involved. Since the road to reaching your financial goals is a long one, with many twists and turns, it’s good to have some guidance along the way to help you stay on track. “This is especially true when extreme market conditions may tempt you to make emotional, ill-advised decisions about your investments,” Whalen notes. He also says that their office can help clarify and prioritize goals and help people to understand the purpose for money in order to build a tailored long-term financial strategy.
Helping people plan for the future should start before arriving at a stage in life when they wish they would have started earlier. People have all kinds of goals and as time goes by the goal list gets smaller if planning hasn’t occurred. Planning for the future creates confidence. Retiring comfortably, providing for children with a good education, handling a big purchase such as a home or car — these are all goals that many wish to achieve. They are some of the many financial milestones with which Whalen can help you. “You can never start planning for your future too early. Time is your biggest ally when it comes to strategizing your finances,” he continues.
At Edward Jones, the Whalens help people on an individual basis; they help them plan for success based on their needs and circumstances. They also work with businesses to set up retirement plans for their employees. Jack Whalen can help you plan for the expected and prepare for the unexpected.
There is a lot of uncertainty in the world today. People are looking to the future but wanting to make sure they are as financially sound as possible for these uncertain times. “My goal is always to do what is in the best interest of the client. I want to do everything in my power to help others achieve their long-term financial goals by always being transparent, and constantly keeping the clients updated on their progress,” concludes Whalen.
Jack Whalen resides in Jacksonville. He is a graduate of Routt Catholic High School and holds a degree in marketing from Butler University in Indianapolis. Give him a call today at 217-243-6664 so he can help you plan for a better tomorrow.