Dan Cary
An Ameriprise Platinum Financial Services® Practice
charles.d.cary@ampf.com
A financial advisory practice of Ameriprise Financial Services, Inc.
www.ameripriseadvisors.com/charles.d.cary
My Philosophy
I've been helping people reach their goals for 14 years.
Are you looking for ways to reach your financial goals in today’s volatile market? Whether you’re saving for retirement, college for your kids, home improvement, travel, or other needs and dreams, you may be unsure about what to do next or whether you can do anything at all. That’s where I can help. I’ll take the time to listen and understand your goals, and help you build a plan to get back on track toward reaching them. Working together, we will work to find investing opportunities in today’s uncertain market that are aligned with your financial goals. That’s why now, more than ever, you need a plan.
Interests
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Community ParticipationIn 2007 we raised over $2500 for the American Cancer Society's Hope Lodge in Kansas City. I am also involved in Boy Scouts, Lakeview Hunting and Fishing Club and the First United Methodist Church. |  Raising Funds for Hope Lodge 2007 |
Qualifications
- Member, Financial Planning Association
- Senior Financial Advisor
- Bachelor of Arts Degree
- Master of Arts Degree
Professional Associations
Areas of Focus
- Asset Allocation
- Investment Advice
- Small Business
- Retirement Planning Strategies
- Estate Planning Strategies
- Charitable Giving
- Saving for Education
License Information
I am licensed and registered to conduct business in KS.
Based on licenses and registrations I hold, I may also conduct certain business in AL, AR, MD, MO, PA, TX, UT
