Edward Jones-Financial Advisor: Erica Vasques

As a business owner, you know your company's success takes preparation and effort. Your retirement years are no different. The appropriate business retirement plan can incorporate the flexibility you need, while helping you to prepare for your retirement as well as attract and retain quality employees. Which retirement plan is right for your business? Call me at (818) 788-4408 or message me to discuss your situation further.

A job change can bring about a lot of change in your personal and financial life. During this time, it's important not to forget about your 401(k) from your past employer. Give me a call at (818) 788-4408 to discuss your options or message me to discuss your situation further.

Do you have to call an 800 number with questions that pertain to your financial goals? At Edward Jones, we believe in taking a personalized approach and partnering together with you to understand what’s most important to you. Give me a call at (818) 788-4408 or message me, if you’re looking to meet with a dedicated financial partner.

Have you recently changed jobs or are you considering retiring? It’s important to understand your retirement plan options when you leave your employer. If you have a 401k plan and are exploring what options make the most sense for you, call (818) 788-4408 or message me to schedule some time to discuss your situation.

If this past year has taught us anything, it’s that life is precious and unpredictable. The following life events could provide an opportunity for you to review your strategy: Buying a home Getting married or divorced... Starting or losing a job Having or adopting a baby Caring for a loved one Call me at (818) 788-4408 or message me to schedule some time to help ensure your family is prepared for the unexpected.

Learning and staying informed are essential to achieving your financial goals. We will be hosting Chris Mullucey of Capital Group, home of American Funds for their presentation of "Seeking Balance Investing in 2021 and Beyond" today, March 11th at 4:00 pm PT. Call or message me to register for the event.

Worried about how COVID-19 might affect your retirement plans? Let’s schedule a meeting and review your plan, together. [EDJ2021]

Market Pulse update: Edward Jones breaks down late January market volatility [EDJ2021]

This calculator is a great starting point for our conversation - use it and then bring your results when we meet. [EDJ2021]

Have you recently changed jobs or careers? It’s time to decide what to do with your 401(k). [EDJ2020]

Happy New Year from your local Sherman Oaks branch team! The start of a new year allows us to reflect and set new goals for the new year. Is one of your goals to get financially fit for 2021? Here’s a quick guide to help you take control in 2021: Write down your goals. Trim the fat from your budget.... Remove temptations. Review & adjust. See more

Happy Holidays from your local Sherman Oaks Edward Jones branch team! We hope you have a safe and healthy holiday season. What holiday tradition are you looking forward to the most this year?

Don't forget to join us tomorrow, Tuesday October 13th at 12:00 pm PT for the Upcoming Election: Don't Play Politics with your Portfolio webinar by clicking below to register: https://event.on24.com///D97BEC73AF5BBA1DB7DEA5C4C7CCDC94

Here's how to build a solid financial foundation during a decade filled with change.

We can explain options for your 401(k) including leaving the money in your former employer's plan, moving it to your new employer's plan, rolling it over to an IRA or cashing out the account subject to tax consequences.

With November just a few weeks away, the U.S. presidential election is rapidly becoming a key focus for investors. Join us for the Upcoming Election: Don't Play Politics with Your Portfolio Webinar on Tuesday October 13th at 12:00 pm PT by clicking below: https://event.on24.com///D97BEC73AF5BBA1DB7DEA5C4C7CCDC94

Wanting to have a conversation with me, but not sure how to get started?

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The 2020 election is making headlines. But when it comes to your portfolio, your financial goals, not the election, should be your guide.

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Once viewed as an end to work and an opportunity to wind down, retirement is increasingly becoming a time of new choices, new freedoms, new purpose and new challenges.

Penny details the importance of having a plan for financial success.

What makes a good financial strategy, or the best investment? Is it the one with the highest return potential or the lowest risk, or is it something more?

Ask yourself these five questions