Are you on track?

Does the current political and market environment have you wondering about your tax and retirement planning strategies? Now may be the time to thoroughly review your financial situation. Together, we can discuss your goals and determine if your plans are on track.

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  • Ready

    Financial Advisor Jody B. Riggs, CPA, CFP explains how she helps clients plan to make their retirement dreams come true.

    (2:05)

  • Day in Life

    You work hard for your money. It’s what pays the bills, supports you and your family and enables you to invest in your future. What if something happened and you couldn’t work?

    (2:53)

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Our team of volunteers at the Chattanooga Area Food Bank for the 2014 National Day of Service.
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Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.

Retirement discovery

Some questions about retirement are nearly universal. For example—how much can I spend and still have income that lasts for my whole retirement? How will the ups and downs of the market impact my income after I retire? And what about inflation – will it eat up my retirement income?

If you’ve asked yourself these questions, it’s time for a visit to the SecureSource INTERACTIVE® tool. It’s a discovery tool that puts you in the driver’s seat as you explore the most important issues impacting your retirement income.

After your visit, contact me and we’ll talk about the things that concern you most – and solutions that could help you have a more confident retirement.

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