What To Expect From A Financial Review

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WAXHAW, NC – The COVID-19 pandemic is, hopefully, just a once-in-a-lifetime occurrence, but all sorts of events can rattle the investment world. And changes in your own life also can affect your plans. To prepare yourself for whatever tomorrow may hold, you may want to get some professional help.

A financial advisor will look holistically at your life – your family situation, your career, your hopes and dreams, your instincts about saving and spending money, your risk tolerance and other factors. So, during your initial meeting, and at subsequent reviews afterward, an advisor will discuss a variety of issues.

For example, are you making adequate progress toward your financial objectives? Have there been changes in your family, such as the arrival of a new child or the need to provide caregiving for elderly parents? Have you decided to change your retirement plans?

As you work toward your goals, you may find it challenging to navigate the financial markets and respond to the changes in your life – but you don’t have to go it alone. And working with a financial advisor can help smooth your journey.

This article was written by Edward Jones for use by your local Edward Jones financial advisor. Member SIPC.

Dylan Hales, Financial Advisor | (704) 684-0103

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Dylan Hales
I'm a native North Carolinian, who grew up in the eastern part of the state. My folks exhibited and instilled many of the values that I still hold close to today. I had the opportunity to earn a bachelors from NC State, which is where I met my wife. We married shortly after she graduated in 2016. She grew up in this area, so we moved back to the Wesley Chapel area so we could be close to her family. Folks here have been more than welcoming and have made it feel just like home (minus the eastern NC BBQ).

People often ask what I like to do when I'm not at the office. That mostly depends on what time of year it is. During the spring and summer I like to work on my garden. During the fall and winter I love keeping up with NC State football and basketball. We also have two rescue dogs who like to explore the state with us.

Since I've been in Wesley Chapel, I've noticed that most folks just like me. We're all from somewhere and we've all come here following the things we love. I want to understand what those things are for you, and help get you there.