Edward Jones - Dan Whitley

Edward Jones – Dan Whitley

I take the time to learn what questions about finances and retirement planning keep my clients up at night and I work with them to find tax-efficient strategies and the best route to meet goals. I have a special place in my heart for military and federal employees and contractors, and find that we can provide a good amount of value in coaching them on how to best prepare for a retirement with your specific retirement system. We use an established process and partner together throughout life to help meet and stay on track for your long-term financial goals.



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