KJM Wealth Management

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Chaz Black is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Wheaton, IL make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates. For important disclosure information, visit www.thrivent.com/disclosures.

First Trust Portfolios, located in Wheaton, IL, offers a diverse range of investment solutions including Unit Investment Trusts, Exchange-Traded Funds, closed-end funds, and mutual funds, catering to various financial strategies and market sectors. Their offerings are designed to meet the needs of investors seeking to capitalize on asset allocation, income generation, and thematic investment opportunities. With a focus on innovative portfolio management, First Trust combines traditional investment approaches with advanced quantitative strategies, ensuring that clients have access to a wide array of investment options tailored to their financial goals. The firm also provides valuable market insights and commentary from its seasoned team of financial experts, enhancing the investment decision-making process for its clients. Generated from the website