Marsha Holmes Tucker with Edward Jones

Alabaster, Alabama, US

About Us

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor. We also specialize in: College Savings, Estate & Legacy Strategies, Insurance & Annuities, Retirement Income Strategies, Retirement Savings Strategies, wealth management, stocks, bonds, mututal funds, business owner/employee strategies, cash & credit services, and more. Call today to schedule a complimentary portfolio review.

After my husband transitioned to his forever home, I experienced first-hand how important it is to have a financial plan in place to help protect your loved ones while at the same time ensuring that you are on track to achieve the retirement you want and deserve. To achieve that balance, it is important to plan ahead to ensure your expenses will be covered and that your retirement savings last as long as you will. This type of planning can be complex, but you do not have to do it alone. My team is here for you and can help you create a personalized strategy specific to your needs and goals - so you can retire when and how you want. Call the office today to schedule a complimentary financial wellness visit. I look forward to partnering with you to help achieve your financial goals.

I typically work with professional women- they are career driven powerhouses. But they have the challenge of being so busy between working and taking care of their families, they can't find time to prioritize their finances. They want to and know they should, but they feel overwhelmed by it all and are afraid of making the wrong decisions.

So, what I do is help them find clarity on exactly where they are and what they can do with their money to make it work for them. Together, we devise a strategy to help get their money working effectively and efficiently. As a result, they feel more confident in their decisions and more secure about their financial future.

In addition, I work with business owners to encourage and motivate their best and brightest employees. I help them develop unique executive benefit plans. These business owners may get immediate tax deductions. Do you know anyone that might be curious about that? Please call the office and set up a 10-minute call to see if we may be a good fit.