Bronson Boone
Answering your Retirement, Social Security, Investment, and Income questions | Pre-Retirement Planning | Coordinating Benefits | Spousal & Generational Strategies
- Role
- Financial Advisor at Edward Jones
- Location
- Rocky Mount, VA, US
- LinkedIn followers
- 500 followers
About Bronson Boone
Every person making the transition to retirement has options regarding their Social Security benefit. However, few people know what their total benefit will be, how they could maximize it, or the effect their decision has on their spouse\'s benefit when they pass away. If you have ever wondered when you should start taking your benefit, how retirement account and pension distributions would impact it, or how taking on part-time work affects you, I recommend you review your situation through a LENS.L| Life ExpectancyE| EmploymentN| NeedS | Spouse The transition to retirement should be an open door to new opportunities, experiences, and freedom. This usually ends up only being part of the picture. The laws and benefits for retirees change yearly along with household expenses, investment portfolios, and personal health. Balancing each element can make retirement feel like a part-time job.My role as a Chartered Retirement Planning Counselor is to organize my clients\' whole financial life and build a retirement strategy that’s just right for them. For most financial decisions in life, whether you made the right choice is only revealed years later. By applying my established process, you can retire knowing you considered all your options, and have a partner to keep you on track throughout your retirement years regardless of life\'s circumstances. I regularly host 20-minute webinars that give you a chance to see my process in action. See my events page for more information.For a complimentary review of your personal retirement LENS, send me a direct instructions to opt out of Edward Jones commercial messaging and other important disclosures, see
Experience
Financial Advisor
Dec 2018 — Present · Rocky Mount, VA, US
Education
Roanoke College
Bachelor's of Business Administration, Business Administration and Management, General
2014 — 2017
Christian Heritage Academy
Advanced Diploma
2000 — 2014
Skills
- Microsoft Excel
- Powerpoint
- Microsoft Outlook
- Leadership
- Public Speaking
- Strategic Planning
- English
- Event Planning
- Budgets
- Photoshop
- Microsoft Word
- Windows
- Outlook
- Microsoft Office
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