Edward Jones - Financial Advisor: Ana Stringfellow

We can help you address some of the common financial needs we see among business owners, including retirement plans, protecting and growing the business, and exit planning.

Let's build a strategy to help you meet both personal and professional goals.

Strategies catered to business owners Here's our business owners hub

True wealth is knowing what counts. Financial planning takes your relationship with a financial advisor to a deeper, more individual level.

Financial Planning Assets (US|EN) A comprehensive approach to managing wealth financial planning delivers a personalized experience across five areas of your financial life.www.edwardjones.com/us-en

Offering and maintaining a quality retirement plan is an important responsibility. You have options to help your employees save for retirement, while lowering taxes.

Let's create a strategy customized to the needs of you, your business and employees.

Solutions for your business and employees (US|EN) Learn how Edward Jones can help you create a quality retirement plan for your workplace, to build financial security for your business and employees.www.edwardjones.com/us-en

Do you need a will, a living trust or both? Understanding the key differences between these estate-planning documents can help you determine how to address your unique needs. Here's what you should know.

Will vs. trust: What’s the difference? (US|EN) A comprehensive estate plan involves multiple documents, but two key ones include a will and a living trust. It’s important to understand how these documents differ.www.edwardjones.com/us-en

Your retirement strategy may be more vulnerable than you realize, no matter your life stage. Learn how to prepare for unexpected expenses, market volatility and long‑term risks.

Nearing retirement? Watch out for these 8 big risks (US|EN) Did you know your retirement strategy could be at risk regardless of your life stage? In fact, many of the risks you face earlier in life don’t go away — they change or new ones surface.www.edwardjones.com/us-en

Big life changes can bring big financial questions. Marriage, a new child, divorce or the loss of a loved one can all impact your estate plan—and may signal it’s time for a check-in.

Learn which moments matter most and how to help keep your wishes up to date: https://bit.ly/49aTos9

Take steps toward a healthy financial future with strategic workplace retirement solutions. The right plan can help you save on taxes, grow your business and diversify your wealth.

Let's work together to choose the proper retirement plan for you and your employees.

Workplace retirement plans for businesses Plan for the future with strategic workplace retirement solutions. Discover tax-saving opportunities through specialized retirement plans for small businesses.

I am honored to be nominated by the St. Louis American Readers Choice Awards in Business-Best Financial Planner. Please go vote for your STL favorites.

https://www.stlamerican.com/readerschoice/

An owner-only defined benefit plan can help you secure a predictable retirement income. Let's evaluate whether this plan fits your goals.

Saving for retirement is paramount when you work for yourself.

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You can always work luxury purchases into a plan, but what happens when "living large" starts shrinking your long-term security? Here's how to enjoy today without risking tomorrow.

Do You Want to Live Large or Be Wealthy? How to Avoid Going Too Lean—or Too Lavish— With Your Money