Brett M Macauley
An Ameriprise Platinum Financial Services® Practice
Palo Alto, CA 94306
My Philosophy
Our unique and collaborative Dream> Plan> Track® approach to financial planning starts with your dreams, not just the numbers. When we work together my first focus will be to learn more about your financial, personal and professional aspirations. I will take this information and leverage my financial management experience to present you with a customized plan. Building and then managing a financial plan is an ongoing, collaborative experience and I believe in regularly checking in with my clients to ensure we’re tracking progress against your plan and making adjustments if necessary.
Areas of Focus
- Investment Advice
- Income Tax Planning Strategies
- Retirement Planning Strategies
- Protection and Insurance
- Estate Planning Strategies
- Saving for Education
- Asset Allocation
- General Financial Planning
License Information
I am licensed and registered to conduct business in CA.
Based on licenses and registrations I hold, I may also conduct certain business in OH, IL, MA, NE, NM, NV, OR, WA
CA Insurance #0B17882
