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reaching retirement goals through investing Story and photo by Dalondo Moultrie
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ike most anything else worth having, great financial standing after retirement starts with a good plan. Developing that plan is what financial advisor Kathy Nossaman of Edwards Jones does for her clients. Making it work is tougher and requires focus on the part of the client, she said. Creafting the best plan involves being open and honest with an advisor and taking a detailed look at the big picture. In figuring out that picture, it helps to determine what things a person or couple wants to own later in life, telling that to the advisor and letting the advisor work, Nossaman said. Story by Dalondo Moultrie “My job is to show them the pros and cons and how they fit them depending on what their longterm goals are,” she said. One of her personal secrets to being good at what she does and helping the clients is breaking down the information into “bite-sized pieces so people can understand,” Nossaman said. She tries to avoid using stock broker terms or fluffy financier language. Just plain English helps clients stay on track and not be intimidated by the process of making a better future for themselves, Nossaman said.
18 SEGUIN ~ GUADALUPE COUNTY LIVING
