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Craig Myers Ameriprise Financial Advisor

Craig Myers

MBA, CRPC®

Financial Advisor

We shape financial solutions for a lifetime.®

 
 
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Office Location

107 S State St
Monticello, IL 61856-1968
Map Phone: 217.762.4297 Fax: 217.762.7146

Plan ahead for college

An education is expensive, but by planning ahead you may have an easier time saving for college. There may be ways to help achieve this financial goal while reducing your taxes. Contact me to learn how we can help you choose a strategy that works for you.

Your Retirement Puzzle

These days, it's not unusual for retirement to last 20-30 years - or even longer. That means you'll need to create a secure income for yourself that will be there for you as long as you'll need it. I'd like to share a short video with you that I think you'll find interesting. It describes a solution that can help you ensure your income will last for as long as you need it.

Visit Riversource.com/puzzle to view "How do you solve your retirement puzzle?" After you've watched the video, contact me and we'll talk about how this income solution might fit into your retirement plans.

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    License Information

    I am licensed and registered to conduct business in IL.
    Based on licenses and registrations I hold, I may also conduct business in TN, KY, CA, WI, TX, IN, FL, IA.

    CA Insurance #0E76488

    • The FIVE STAR Wealth Manager Program (“Program”) research was conducted (Insert survey dates from the Five Star table: www.fivestarprofessional.com/wm2012researchdates.htm.) All identified broker dealers, RIA firms and FINRA-registered representatives in the area were contacted to gather wealth manager nominations. Fewer than seven percent of wealth managers in the area receive the recognition. The quality of client service provided by nominated wealth managers was evaluated using ten objective criteria, but results may not represent a particular client experience. Not all wealth managers use discretionary control to manage clients’ assets. Five Star Professional, manages the Program, but does not endorse listed wealth managers. Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success. For details go to: www.fivestarprofessional.com/wm2012researchoverview.htm
    • As part of the FIVE STAR Wealth Manager ("Program") research process, surveys were administered to at least 20% of high–net–worth households in the area, along with financial service professionals (survey dates and details at: www.fivestarprofessional.com/wmresearchspecs). Fewer than seven percent of wealth managers in the area receive the recognition. Wealth managers were evaluated based on customer service, knowledge, overall satisfaction and other criteria. A score averages all responses and may not represent a particular client experience. Not all wealth managers use discretionary control to manage clients’ assets. Crescendo Business Services, LLC, manages the Program, but does not endorse listed wealth managers. Working with this wealth manager is not a guarantee of future financial success. Investors should conduct their own evaluation of a financial professional.
    • The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
    • Ameriprise Financial cannot guarantee future financial results.
    • Ameriprise Financial and its representatives do not provide tax or legal advice. Consult with your tax advisor or attorney regarding specific tax issues.