CDFA, CFP®

Financial Advisor

KLEM, GENTRY & TORBETT A financial advisory practice of Ameriprise Financial Services, Inc.

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Craig Torbett Ameriprise Financial Advisor
Address
208 Sunset Drive
Suite 365
Johnson City, TN 37604

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(423) 283-9660
craig.l.torbett@ampf.com

As a financial advisor focusing on working with medical professionals, I can give you the extra confidence that comes from a partnership with someone who understands your financial goals, needs and dreams. You'll feel comfortable knowing that my primary focus is on creating a one-to-one relationship that provides tailored financial solutions specific to your needs.

Financial priorities differ from person to person. They can also differ from year to year. At Ameriprise Financial, we think it's important to have a financial plan that's tailored to your needs and has the flexibility to evolve with you. We take a comprehensive approach to financial planning, based on an ongoing relationship with a personal advisor. That's how we get to know you personally: your goals, your worries and your dreams. Then we draw on our more than 110-year heritage to provide experienced guidance to help you develop a financial plan and to find a broad range of financial solutions to meet your needs. That's how The Personal Advisors of Ameriprise Financial help over two million people feel greater confidence about their financial futures. Life is full of surprises and opportunities. We can help prepare you for what's next

More people come to Ameriprise for financial planning than any other company.1
  • An Ameriprise-associated financial advisor franchise
  • I am licensed and registered to conduct business in TN. Based on licenses and registrations I hold, I may also conduct certain business in CA, DE, IL, NC, NV, PA, VA.
Areas of Focus
  • Investment Advice
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Family Planning/Family Changes
  • Employee Stock Options
Professional Associations
  • Financial Planning Association
  • Institute for Divorce Financial Analysts
Community Service
  • Johnson City Development Authority, board member
  • Mountain States Health Alliance Foundation, Planned Giving Committee member

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®,
CERTIFIED FINANCIAL PLANNERTM and federally registered CFP (with flame design) in the
U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing
certification requirements.
1. Based on the number of financial plans annually disclosed in Form ADV, Part 1A, Item 5, available at adviserinfo.sec.gov as of Dec 31, 2006.