Our Vision

Through long-term financial planning, to help bring comfort and confidence to clients, our team, and our community, in their ability to navigate life's milestones, both planned and unplanned.

More...

Experience

31
92 View scores
 
 
 

Recent Activity

My Events View All Events

My Videos

More...

My PhotosShow Thumbnails

Joyce and Jimmy are excited to bring a new Financial Wellness program to Citizens Energy Group.
Photo Albums

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.

Workplace Education

These days, personal finances can be a source of stress and a distraction for employees. In response, employers are searching for ways to help them maximize their income and benefits potential so they can stay focused on their jobs.

Offered as an employee benefit, the Ameriprise financial wellness program can help employers promote financial confidence among their workers by educating and advising them on:

• Managing everyday expenses

• Making the most of their company benefits

• Planning for retirement

Our financial wellness program offers practical advice, educational workshops, tools and resources that can help employees make informed financial choices and be happier, healthier contributors to their workplace.

More...

Recommended Articles All Articles

Files for Download

Calculators All Calculators

Features

Newsletter

to receive my newsletters and other financial and market information