High-tech tools for financial experts help investors

SHELBURNE Computer software improves everyday life in everything from medicine to retail business. Now, one local financial service office is using software tools to help local customers better plan for their finanical futures. Brian Cussimanio, a financial advisor with Edward Jones in Shelburne, and Linda Lumbra, branch office administrator, are taking advantage of new state-of-the-art financial assessment tools in Chittenden County. The software technology helps identify and prioritize clients' financial goals, analyze data, make and implement recommendations, and stay on top of investment progress. These tools better equip me to help clients walk through a process that will help them set realistic long-term financial goals versus just buying stocks, bonds and mutual funds, Cussimanio said. My clients want to know, Can we afford to retire? What type of income can we expect during retirement without outliving our money? This technology helps me better answer those questions. In fact, Cussimanio and Lumbra recently attended an advanced training seminar in Shelburne to learn howo to effectively use these tools. Another aspect of the technology Cussimanio and Lumbra are excited about is their ability to deliver more customized, easy-to-understand reports. At a glance, the added color and graphics illustrate important data and steps clients need to take to help reach their goals. When I sit down with my clients, my job is to help them articulate their long-term financial goals and then gather enough data to create tailored financial road maps they can follow, Cussimanio said. I believe this behind-the-scenes technology will improve conversations about why people invest and over the long haul help them stay on track. Edward Jones provides financial services for individual investors in the United States and through affiliates in Canada and the United Kingdom.

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