America's leader in financial planning*Susan Kagey
 | CFP® Associate Financial Advisor with the practice of Andy Huggins |
(540) 667-8626
100 Creekside Ln
Winchester, VA 22602
susan.w.kagey@ampf.com
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HUGGINS & ASSOCIATES
A financial advisory practice of
Ameriprise Financial Services, Inc.
www.ameripriseadvisors.com/susan.w.kagey
Working together
Meeting with a financial advisor is an exciting first step toward creating a solid
financial plan for your future. We understand, however, that many new clients are
not quite sure what to expect or what to bring to the initial meeting.
The first meeting will be a conversation that will allow you and the advisor to get to know one another through focusing on your current situation and future dreams. Moving forward, your Ameriprise advisor will continue to have discussions about all aspects of your financial situation and how it relates back to your dreams and goals.
The first meeting will be a conversation that will allow you and the advisor to get to know one another through focusing on your current situation and future dreams. Moving forward, your Ameriprise advisor will continue to have discussions about all aspects of your financial situation and how it relates back to your dreams and goals.
What to expect
While every client meeting is unique, during the first meeting, an Ameriprise advisor
will usually:
- Provide a history of Ameriprise Financial and our approach
- Explain the financial planning process
- Identify your goals and any financial concerns
What to bring
For the first meeting with an advisor we suggest you bring the following:
- A list of any questions you have regarding your current financial situation.
- Supporting documents for accounts or areas of your financial picture that you feel deserve immediate attention.
- A list of future dreams and goals you would like to achieve, including both short and long-term goals.
Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.
Ameriprise Financial First Quarter 2008 Statistical Supplement
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER 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.
ABOUT AMERIPRISE FINANCIAL
Ameriprise Financial has more than 110 years of history helping clients plan for retirement. We have more than 2.8 million individual, business and institutional clients and $451 billion in owned, managed and administered assets as of March 31, 2008.
We offer and distribute a broad array of investment and insurance protection products and services that help our clients stay on track toward their financial goals and dreams. Our comprehensive and personalized financial planning approach is built on a long-term relationship with one of our more than 10,000 knowledgeable advisors who help clients prepare for the future.*
Ameriprise Financial First Quarter 2008 Statistical Supplement
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER 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.