Chance Owen

About Chance Owen

Financial advisor focusing on solutions for retirees and business owners in the greater Jacksonville, FL area. A strong focus on living in retirement, individual estate planning and business succession strategies.Coming from a family of business owners, I want to share their experiences with you and your family. Defining what you want your business to look like and generating long term success is what business owners do. Our job is to partner with you, to help you grow your business, maintain your success, protect what you\'ve worked for and to help you with a good exit strategy - long before the day comes in which you choose to retire. Give us a call today. We are looking forward to an Edward Jones financial advisor, I enjoy the opportunity to partner with individual investors and business owners. Whether it\'s planning for retirement, mapping out areas in our business we can improve on or just trying to protect the financial future of the ones that we care the most for, we take the time to identify each goal and develop the strategy to address it. We do so working in tandem with other professionals who include CPAs, Estate Planning Attorneys and Life Insurance Specialists to execute needed actions. Asking the right questions and listening to those we work with, a staple of our practice, helps me truly understand my clients\' needs and subsequent goals. We want to know what you are comfortable with. What you would like to invest in to reach your goals. Which is why we cater every plan to the individuals experience level, finding the best strategy to meet their needs and long term goals.Preparing for Retirement | Living in Retirement | Saving Money On Taxes | Estate and Legacy Strategies | Business Succession Strategies | Insurance | Wealth Preservation Strategies | Risk instructions to opt out of Edward Jones commercial messaging and other important disclosures, see

Experience

1. Financial Advisor

   Edward Jones Us

   Sep 2017 — Present

   As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals. We look forward to partnering together to determine the most appropriate financial strategy for you and your family.My job is to listen and identify how each objective works together in unison. We are here to simplify the investing process. So you can focus more on what you enjoy - without having to worry about what could go wrong.

Education

• University of Central Florida

  Bachelor's Degree

  2013 — 2017