Partner of the Month

Gary Briggs, Financial Planner, Edward Jones

Gary is one of my favorite people – he makes money for me!

The #1 thing taught in Corporate America today is that you must take care of yourself. No longer can you expect to work your entire career with one company and have a nice pension. People are constantly changing jobs and pension plans are no longer available; so people are now trying to manage their own 401k for retirement. Managing your career is much easier than managing your 401k.

There was a time at my corporate job that my 401k would lose money every year even though I had it in accounts that were not supposed to fluctuate; my money was in mutual funds that were supposed to be stable. Not true! There was no one to ask and when I left the corporate job I had no idea what to do with my 401k. When you work with Gary, that won’t happen.

If you are in the middle of a life change, either in your career or personal life, and you’re trying to plan the next stage or two, Gary can help you look at your situation differently and find good investment opportunities.

Perhaps you have investments and a stack of statements but no real plan. Get on Gary’s calendar for a no-cost consultation. He has many tools at his disposal to help evaluate your situation.

What financial challenges are you facing? Do you have student loan debt that is hindering your ability to provide good quality of life? Are you nearing retirement age with no retirement plan? Do you have the right protections to keep your goals on track if something unexpected happens? Gary will take time to evaluate your unique situation and help guide you to a more secure financial future.

Gary Briggs isn’t just a financial planner at Edward Jones. He’s also very active in our community, serving the community as a Chamber Ambassador, Volunteer at the Job Fair, and stays up to date on local happenings within the community.

Gary is currently licensed in the nine following states: Colorado, Illinois, Indiana, Louisiana, Ohio, Oklahoma, Texas and Washington. He holds the Series 7 and Series 66 certifications.

Give Gary a call at 972-625-2144 or stop by his office at 5910 Paige Rd, Ste C, The Colony, TX 75056 – you’ll be quite thankful (and possibly surprised) to know what is in your budget.