Account One
"We try to keep 12-18 months of expected cash flow liquid at all times. We feel we have more than that amount liquid at this time." -Todd Danley, Edward Jones Financial Advisor
Account Two
"The original goal was to get this account over $1 million. Now that we have exceeded that goal, we have set a new goal to have $3 million in this account by December 31, 2030."
-Todd Danley, Edward Jones Financial Advisor
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