Our Approach

We are passionate about working with our clients and want them to experience financial confidence now and in retirement. We will look at your entire financial picture — cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers. We want you to feel confident that the advice we provide reflects your unique dreams and goals.

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Cpl Martinez & Cpl Pharel representing Toys for Tots.

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Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.

Balancing your goals

Retirement, helping children or grandchildren with their education, caregiving, improving a home or enjoying travel and leisure pursuits: most of us have multiple financial goals. Deciding what to handle, when and how can be complex. Working together, we can prioritize your needs and develop strategies to help you meet those goals.

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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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Areas of Focus

  • Family Finances
  • Investments
  • Retirement Planning Strategies

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