Our Approach

Are you looking for ways to reach your financial goals in today's volatile market? Whether you’re saving for retirement, college for your kids or other needs, you may be unsure about what to do next or whether you can do anything at all. That's where we can help. We'll take the time to listen to you and understand your goals and dreams. We'll help you build a plan to get back on track toward reaching them. Working together, we will work to find investing opportunities in today’s uncertain market that are aligned with your financial goals. Together, we can bring your dreams more within reach.

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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.

Planning for a confident retirement

Organize your finances today and plan for a more confident retirement tomorrow. We can start by talking about your dreams and goals and projecting your retirement income and expenses. Together, we can address the many options you may have for your retirement.

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Workplace Education

Employees are looking for guidance on how to make the most of their benefits. Economic uncertainty along with increased retirement responsibility are leaving many employees unprepared for retirement.

As part of our financial planning work in the community, we bring our Confident Retirement® approach to local workplaces. Our approach goes beyond the 401(k) and allows us to help employees integrate their workplace benefits into the bigger financial picture while helping to plan for retirement.

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Areas of Focus

  • Retirement Income Strategies
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Investments
  • Tax Planning Strategies
  • Charitable Giving

Community Participation

  • Alzheimers Association
  • YMCA Triathlons
  • United Methodist Youth Home
  • Evansville-Vandeburgh Public Library Foundation
  • Goodwill Industries

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