Carla Cumpston, CFP®
Edward Jones
Making Sense of Investing
SPECIALTIES
Simplifying
and Consolidating Assets
Retirement & Education Planning
Risk Management
Taxable, Tax-Deferred and Tax Free Investments
HOW WE
DIFFERENTIATE OURSELVES
Edward Jones is a partnership owned by
the employees
No proprietary products
Our only client is the
individual retail investor
REFERRALS
Your
referrals are welcome to a free introductory interview and will be
treated with the utmost
consideration and confidentiality.
Anyone can pick a mutual fund for you. No one will devote more care to creating an investment plan
that meets all your needs. Such a plan requires careful review of your current holdings, identifying and
quantifying your objectives, assessing risks, planning for contingencies and continually monitoring
your progress.
It’s never too late to start planning. There’s never a charge for my time or service and when you phone,
you’ll always reach me or my assistant – never a call center. Because your financial questions are too
important to wait for the “next business day,” I check voicemail weekends and evenings and will call
you back the same day.
For a one-page information sheet, click on this PDF:
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