I believe your money should serve your purpose, not the other way around. Helping clients maximize their potential to serve their purpose and achieve life goals with confidence is the essence of what we do. I work closely with my team, including Jeff Hite, financial advisor, Bonnie Frey, Sr. branch office administrator, and Mysti Barker, branch office administrator, to ensure every client receives the utmost care and attention.At Edward Jones, we prioritize a customized approach to wealth strategies and appreciate guidance that is common-sense and straightforward, utilizing language you can relate to. No two situations are the same, and we will work with you to make informed decisions about your financial future to accomplish your most important goals in life. How I Partner with My Clients:Retirement planning: Prepare for your retirement that allows you to remain comfortable throughout your retirement years. You are never too young to start planning for your retirement.Educational savings: Helping you to plan for your own, your children or even your grandchildren's educational future. Preparing for the unexpected: Establishing your protection needs to help ensure adequate protection for your family.Tax optimization: Working with your accountant to help with your tax liability today and in the future.Estate considerations: Preparing your legacy to ensure your assets are protected and distributed according to your wishes, while collaborating with your attorney.Serving my clients' best interest, without exception, is a responsibility I take very seriously. Every client in my practice has a financial strategy tailored to their unique situation. Our clear process helps to ensure each client feels understood and in control of their financial life.On a personal note, I have lived in Richland County my whole life including while attending MVNU to earn a bachelor's degree in business administration. Currently I reside in Ontario with my wife, Ashely, and son, Luke. We have been involved in the community from coaching sports to sitting on City Council and engaging with a local small business group.I look forward to a conversation about your financial aspirations and how we can assist you in achieving them.356 East Main St.Lexington, OH 44906419-884-1187Chad.wilford@edwardjones.com