Fred Steingraf – Edward Jones

Fred Steingraf - Edward Jones

Fred Steingraf
Financial Advisor
Edward Jones
Investment & Financial Services
edwardjones.com/fred-steingraf

Senior Situation:

Will the money I have worked so hard to save last me and will I have enough to leave something to my kids and grandkids?

 

Senior Solution from Fred Steingraf:

Many clients’ number one financial concern is whether they will run out of money in retirement. We work with clients to set goals through our Financial Foundations process. Constantly reviewing those goals and adjusting them when necessary ensures that the client doesn’t run out of money and even has something to leave their family.

Fred Steingraf

MEMBER: Fred Steingraf
EMAIL: fred.steingraf@edwardjones.com
OFFICE: 925-297-4200
SERVING: The East Bay Area
ADDRESS: 3685 Mt. Diablo Blvd., Suite 161, Lafayette, CA 94549

ABOUT FRED STEINGRAF: Your financial goals – they are important to Fred. As an Edward Jones financial advisor, he wants to invest his time in fully understanding what you are working toward. He works extensively with seniors to build and execute a retirement income and investment strategy that is custom-tailored to their needs. He makes sure the strategy is monitored and adjusted as necessary to ensure it meets the client’s evolving retirement requirements. Fred is the father of three amazing kids – a daughter in nursing school at UCLA, another daughter attending Boise State University studying special education and a son that is a senior in high school. He is a Lamorinda native and earned his BA from UC Davis and his MBA from Saint Mary’s College. Outside of the office, he enjoys spending time with family and friends, cooking, hiking, and traveling. If you have discovered a great new restaurant, let him know! He loves trying out new places. Fred welcomes the opportunity to demonstrate the value he can add in working with you. Please contact him to discuss your situation and options.

SERVICES

 

At Edward Jones it is our goal to provide strategies and direction to support clients through life stages and transitions with care and compassion. We specialize in helping clients develop a comprehensive strategy that fits their goals and objectives. Our services focus on the specific and unique needs of our clients.

 

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