Zach Rathbone - Edward Jones
Throughout my life, helping others has been an integral part of who I am. I have been a member of the Kingwood community for over a decade now and this is home.
I chose a career in financial services because I believe I can make a difference in the lives of families in my community. I am passionate about being able to help families and individuals and to empower them to reach their financial goals. This is accomplished by being proactive in our strategies and transparent as true partners with them. At Edward Jones, we strive to make sure clients feel heard, and that we understand their unique story. We also work to help clients understand the investment world in terms they can relate to. Our process is simple and proven: we work to understand what is important to them, we educate them on how to best protect that, and then we partner with them to help achieve their goals. We work together to implement a plan and we maintain a long-term focus on their portfolio to make sure things stay on track. My wife and I regularly walk the greenbelt trails and are passionate about our friends, family and community. Our three boys have already completed over 20 years in Kingwood classrooms and are just getting started in finding their own passions and future. I am bringing the same proven approach that Edward Jones uses with over 7 million serious, long-term investors to our neighborhood. You can call me at 281-881-9657 or email me at [email protected] if you have any questions or to set up a complimentary portfolio review, we can meet in person, by phone or through web conference to fit your schedule. Edward Jones is a financial services firm dedicated to serving the needs of individual investors. Member SIPC.
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04/28/2022
Whatever your goals are, Edward Jones has an account to help make them happen. Look through these options and let’s talk.
Account options at Edward Jones Here’s what we offer
04/25/2022
Caring for someone with Alzheimer’s is exceptionally demanding. We join the Alzheimer's Association in raising awareness for the more than 11 million dementia caregivers in the United States.
Alzheimer's Disease Facts and Figures More than 6 million Americans are living with Alzheimer’s. Share the facts about Alzheimer’s from 's annual report.
04/21/2022
Nobody ever expects turbulent times, but when you have a strategy in place, dealing with major life changes is much less stressful. What would you do if you were to lose your job? If you’re not sure, check out our advice.
Preparing for the unexpected How to handle job loss
04/18/2022
Financial setbacks aren’t fun, and they can happen to anybody. Let’s talk about the steps you could take if one happens to you.
Preparing for financial setbacks 3 steps to follow
04/14/2022
You saved for years, made sacrifices and finally achieved your goal of retiring. Hopefully, things go according to plan, but life throws curveballs. I can help stress-test your strategy to stay on track – even if risk becomes reality.
What are the biggest risks to my retirement? Retirement risks
04/11/2022
Do you really know what it means, why it’s important and why you hear about it more around tax time? Let's review.
Cost basis regulations \\\"Cost basis\\\" is probably a term you’ve heard before. Learn what it really means and why it's important.
04/07/2022
Deciding how much to save for college and retirement at the same time can be intimidating, but it doesn't have to be. Don’t delay saving for one goal over the other – view them together. Learn how I can help.
Saving for college and retirement? Prepare for the unexpected
04/04/2022
Being on the same page about money is helpful for any relationship. So, what should you and your partner discuss before your get married commit (or anytime)?
7 money topics to discuss before you commit Discussing finances can be a sticky point in a relationship. So, what should you and your future spouse discuss before you get married?
03/31/2022
The stock market can fluctuate, but the S&P 500 has finished positive in 30 of the last 40 years. Long term investing can help the market work in your favor.
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03/28/2022
Have you recently changed jobs or careers? It’s time to decide what to do with your 401(k). [EDJ2020]
What happens to your 401(k) when you switch jobs? When you change jobs, it's important not to forget about your 401(k) from your last employer.
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