Edward Jones - Financial Advisor: Jonathan Kang, CFP®|CEPA®

Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future. Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy

Strategic Wealth Planning (SWP) is a financial planning firm based in Richardson, TX, dedicated to developing comprehensive financial blueprints tailored to the individual goals of families, businesses, and estates. Utilizing three core strategies, SWP aims to safeguard clients' well-being, strengthen their businesses, and preserve their estates, ensuring their financial plans encompass every aspect of their financial lives. SWP offers a variety of products and services designed to meet specific client needs, including tax mitigation and business exit planning, as well as access to their secure AWealthBox program for consolidating financial information. Through a thoughtful and detailed planning process, SWP assists clients in assessing, managing, and enhancing their total wealth. Generated from the website

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.