Edward Jones - Phillip Ussery, CFP®️


About

I help people understand their current financial situation and make sense of the actionable steps they can take to meet their individual goals. . Description: As a Certified Financial Planner® I help individuals and small businesses understand their current financial situation as well as what they need to do to reach their goals. For many clients this means carefully examining a variety of financial goals. - Planning for and living comfortably in retirement - Helping children or grandchildren pay for college - Leaving a lasting legacy when they are gone While selecting the right investments is an important component of a good financial plan, my process is centered around getting to know my clients and what is important to them. I also work with them to understand the how fear and emotion effects their ability to be successful. Once we understand their current financial situation, goals for the future and their individual feelings about fear and risk, my clients and I work together to tailor a plan to achieve their individual needs.


Additional Information

Contact

6840 Fort Dent Way
Suite 150
Renton, Washington 98188
United States

Features

  • UW Fellowship

Hours

Monday - Friday: 8:30-5 Saturday & Evenings: By appointment
Contact

206-246-2686


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