Eagle Strategies-Briarcliff Financial

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

White Sand Wealth Management is a fee-only financial planning and wealth management group. Let our team of professionals join you in your dream of creating a secure and prosperous future. Your path to financial clarity and freedom is unique. That’s why we offer these six services — and more, depending on your needs and goals. Investing, Financial Planning, Trusts & Estates, Retirement Planning, Charitable Strategies, Tax Planning. Call today to start your road to financial security.

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