Guild Mortgage - Mike Price

HistoryI try to treat my clients the same way I would like to be treated. I strive to build long-term relationships where we get to know each other, make informed financial decisions that help you build your wealth, and plan for your future. Below are just some of the items that my customers are concerned about. We address those concerns and put a robust plan in place to tackle whatever comes your way. - Comprehensive financial plans - Strategies for managing retirement income & expenses - IRAs, 401K's and rollovers from retirement plans - Strategies for navigating Social Security and Medicare - Legacy and business succession plans - Tax mitigation - Wealth Transfer - Charitable Giving - Strategies for managing financial risk, including life insurance, long term care and annuities. I welcome the opportunity to meet with you to learn about your unique situation and explore whether I can be of benefit to you. Please contact me at 512-598-9080 or Juanita@JStephensWealthManagement.com.SpecialtiesWe focus on Financial Planning services, especially for women. These advising services includes Debt Elimination, Legacy Planning, Retirement Planning, Life Insurance, Investments, and numerous other financial planner services

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