You live a busy life. You own your business or have a successful career. You enjoy time with family and friends. You have a lot of things going for you.

At the same time, you can't understand why you're not on track to reach your goals – and you know that if you dig into it, there will be a lot of work to sort it all out. Your time is precious, and you have more exciting things to get to. You have a life you want to live.

What you want is a well thought out strategy that guides you and your family toward financial security. A strategy that gives you confidence that all the details are being addressed as you navigate life's ups and downs. A strategy that puts you back in charge of your own life – on a journey to a destination of your own choosing.

Why Trust Your Financial Journey to Me:

Naval Academy Discipline:

- My Naval Academy background instills values of honor, discipline and commitment into working with people who take their financial health seriously.

- Your business and family deserve a coach who understands the importance of precision and resilience in both professional and personal waters.

CEPA® Designation:

- As a Certified Exit Planning Advisor® professional, I can assist business owners as they consider legacy and other transition issues.

- Whether planning for growth, succession or a seamless exit, I've got you covered.

Holistic Financial Approach:

- I am passionate about tailoring strategies that encompass both business and personal aspects.

- Beyond traditional advisory services, my focus extends to comprehensive family financial needs, including education and health expenses as well as generational wealth strategies.

Transparent Communication:

- Open and honest communication is my compass, ensuring you and your family are informed about strategies and market trends.

- I am committed to keeping an open dialog to ensure that ongoing adjustments are tailored to your evolving goals.

Let's Chart Your Course Together:

I invite you to explore a collaborative partnership where you choose the best path for you. Whether optimizing business investments, planning personal financial growth or ensuring a seamless generational transition, I am ready to tailor solutions to your unique needs.

Connect with me for a confidential discussion. You can reach me at 541-844-1409 or marc.bickley@edwardjones.com.