At Ameriprise Financial, we believe that taking a disciplined and integrated approach to planning for your dreams and goals is the best way to reach them. I ask targeted questions and listen closely to your answers. I provide guidance and advice, tracking your progress and helping you make adjustments to your plan as needed to ensure you stay on track.
Areas of Focus:
--Retirement Income Strategies
--Tax Planning Strategies
--Estate Planning Strategies
--Wealth Preservation Strategies
--Retirement Plan Distribution
--Retirement Planning Strategies
--Saving for Education
Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal.
Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together.
What to expect:
--Professional help in clarifying your financial goals and priorities
--If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives
--Accurate information about our tailored solutions, including risks, benefits and costs
What to bring:
--A list of any questions you have regarding your current financial situation
--Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention
--A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals
Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.
Based on licenses and registrations I hold, I may also conduct business in OH, MN, NY, DE, CT, NC, CA, IL, WA, FL, NJ, MD, MA, SC, TX, VA.
CA Insurance #0G13096
Ameriprise Financial Services, Inc. is a broker-dealer and member of FINRA. Comments and "likes" should not be considered representative of client experiences, or indicative of future performance or success.
While I appreciate the support of my clients, I cannot accept Recommendations or Endorsements due to Investment Advisers Act of 1940 rules which prohibit me from publishing a testimonial of any kind concerning the investment advice, analysis, reporting or other services I provide. For your privacy, please don’t post account or service-related information on this page. Instead, contact me directly.
Please visit www.ameriprise.com/social for more important disclosures and information.
Financial Advisor at Cleary & Associates, a financial advisory practice of Ameriprise Financial Services, Inc.