During these uncertain times, we're here for you - ready to listen, support and navigate this together. We care about your physical health and your financial health. Please reach out and see how we can help you. 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.
Financial planning, investing, and business management.
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Making Sense of Investing
Carrie Houchins-Witt is a Certified Financial Planner™ Practitioner (CFP®) and an Enrolled Agent (EA) with nearly a decade of professional tax preparation experience and an extensive background in personal finance. As a CFP ®, Carrie can help you through ordinary or extraordinary periods of your financial life. As an EA, Carrie can assist you with the most complex tax preparation issues; and for individuals with tax problems, Carrie can represent and defend you before the IRS, as any CPA or tax attorney might. Carrie explains taxes and personal finances in a simple, thorough way that anyone can understand. She wants you to be in control of our own life, and wants to help you reach your goals. Carrie provides assistance with: Income tax planning and preparation Representation before the IRS Budgeting Getting out of debt Utilizing tax-advantaged college savings plans Planning for retirement Analyzing insurance needs Inheritance or windfall management
