By: Duane Blankenship | Category: Financial Services | Issue: July 2015
Financial Advisor Linda Rainwater.
Are you preparing for retirement, living in retirement, preparing for the unexpected, paying for education, planning your estate and inheritance? Although our investment expectations vary, Linda Rainwater of Edward Jones in Owasso believes we are all faced with day-to-day financial demands as well as long-term goals. The question you need to ask is, “Where do I begin?”
Linda has a passion for helping others plan their financial futures. “I provide an individualized approach to each new client.”
“My philosophy,” says Linda, “is that building long-term relationships with clients is key to serving their needs. We locate in the communities where our clients live and work because that’s the best way to know you and help you reach your financial goals.” One of her favorite clients never made more than $30,000 when he was working. Today he is worth more than $5 million and is happy for her to share his success story. Linda attributes a great deal of such success to a personal, long-term approach to investing.
Although some people are capable of handling their own investments, most of us agree that it’s desirable to have a financial advisor at the helm with us. When selecting one, it’s critical that we enlist the services of an individual with the proper training and experience to keep us on track to accomplishing our individual financial goals. When you become a client of Linda’s, your investments will be monitored and you will be in regular contact with her.
If you’d like to visit with Linda, call for an appointment to meet and determine if you like her personal approach to investing. You will receive an email outlining what to bring to the meeting - tax records, 401 (k) and other investment records. You and Linda will discuss your expectations and your current financial situation. You won’t need to show her your records, just have them on hand so you can answer her questions. This is an opportunity to determine your short-term (5 year) and long-term (lifetime) goals. You will also complete a Risk Tolerance Survey for Linda to use in writing your proposed plan.
Once you’ve received your written investment plan from Linda, you will be encouraged to take it home and study it prior to your next meeting. “I encourage my clients to think about their options thoroughly before making any decisions,” she says. “I want to provide answers to their questions before the journey begins and I want them to feel very comfortable with every step along the way.”
For more information, contact
Blankenship graduated from the University of Oklahoma and has enjoyed a lifetime career in advertising. He started his own advertising business in 1993 and enjoys creating graphic art and writing. Hobbies include hunting, fishing and pencil drawings. Duane and his wife, Janice, have been married over 50 years and are active in their church and community. He has been a contributing writer for Value News/Values Magazine since 2005.
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