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Setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. I take the time to understand you and your goals, understand those changing markets and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. I’m here to help you stay focused today so you can reach your goals tomorrow. Contact me for a complimentary initial consultation to discuss your financial goals.
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Daniel Lezotte
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Despite gains over recent months, stock prices have faced increased headwinds. Ameriprise Global Market Strategist Anthony Saglimbene provides five key considerations to keep top of mind as you evaluate your investments near term. (3:18)
Learn how you can keep more of the money you've earned by ensuring your investments are as tax efficient as possible. These 3 tax diversification strategies can work together to help you gain control. (3:29)
There's a lot of chance you encounter along life's journey. If you're not planning for chance, chances are you're risking your financial future. (3:36)
Watch our video for an introduction to the secure site and learn more about working with your advisor online. (2:00)
We take the time to understand what’s truly important to you. Learn how we can help you achieve your financial goals, today and tomorrow. (1:49)
Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.
When giving the right financial advice, knowing the markets isn’t enough. You have to understand your clients. Our advisors know their clients’ goals, giving personalized advice to help meet today’s challenges without losing sight of tomorrow’s goals. (0:30)
After you complete the form below, I will contact you to set up a no-obligation, complimentary consultation. During our meeting, we'll discuss your financial goals, the personalized advice I provide, and the costs associated. I look forward to meeting you and discussing your financial future.
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Your referral will receive an email with a link to visit my website and contact me for a complimentary consultation form. I will be notified of your referral with your friend's contact information and may reach out to them directly.
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