Why am I an Advisor?

When Grandpa Frank Genereaux retired in 1969, he was forced to make a tough decision: Choosing a pension option. Frank chose the option that gave him the highest monthly income. Frank did not understand that this option left zero survivor income to his wife Grace if he passed away first.

Frank passed away just two years later. Grandma Grace was then forced to "get by" on just Social Security income for the next 35 years until her death at age 94.

The financial decisions we make can have lifelong implications. Advice, experience, knowledge, and understanding matter. It's important to work with an advisor that takes the time to understand your needs and goals, can help you address the issues related to them and has your interests in mind.

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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My Photos(2 photo albums)

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.

My Videos(2 videos) X

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Gauge your retirement readiness

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.


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Sleep Better

How do you find financial confidence? It starts with a plan that’s personalized to all of your goals. The right financial advisor can help you feel more confident about your financial future. (0:30)