EP 26 with Albert Mui from April 27, 2023
As an Edward Jones financial advisor, Albert believes it’s important to invest his time to understand what you’re working toward before you invest your money. It’s also important to understand the level of risk you’re comfortable accepting when investing so you can balance it with the steps necessary to reach your long-term goals.
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, you can work with him to develop specific strategies to help you achieve your goals. You 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, Albert is dedicated to providing you top-notch client service.
But you’re not limited to working with just Albert. Thousands of people and advanced technology support his office so they can help ensure you receive the most current and comprehensive guidance. In addition, they welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone’s expertise. Working together, they can help you develop a complete, tailored strategy to help you achieve your financial goals.
During this episode, we chat about:
And more. Tune in to learn more about Albert’s financial expertise and community involvement.
Access the full transcript here.
Watch the episode on YouTube here.
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