| ![]() Sam Rinehart CFP®, CLU® Senior Financial Advisor (937) 433-0233
RINEHART & DAYHOFF As a Private Wealth Advisor, I possess strong leadership capabilities and years of experience serving the needs of high-net-worth individuals, so I know when to leverage the expertise and knowledge of specialists who focus on everything from retirement, tax and estate planning strategies to insurance and asset management. I also understand the expectations of affluent clients, and I am committed to meeting your expectations while helping you grow and protect your wealth. I have experience in planning for entire families — from grandparents to grandchildren. Whether the goal is your retirement, your children's education or your parents' health care, I can help you balance your planning and address all of your priorities for the benefit of your family and future generations. I'm particularly adept at nuances relevant to multi-generational affluent families including trust utilization, estate planning and gifting strategies – and I can help you develop discreet and effective approaches for communicating with your parents about these issues as well as their health care needs.
More people come to Ameriprise for financial planning than any other company.1
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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.
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