Advisor profile


My approach

Charles Schaaf - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Charles Schaaf - My approach photo

Areas of focus

  • Tax Planning Strategies
  • Family Finances
  • Cash Flow Management Strategies
  • Intergenerational Planning
  • Retirement Plan Distribution
  • Business Retirement Plans
  • Wealth Preservation Strategies
  • Investments
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Insurance
  • Saving for Education
  • Small Business
  • Social Security Retirement Benefits
  • Executive Compensation and Benefit Strategies
36
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Interests

Family and community are the most important aspects of life for me. I have enjoyed and continue to enjoy working with the folks in and around Batesville, AR for many years now. My practice is centered on really getting to know each client and what their goals, dreams and concerns are and how I can help them address each of these. I have four grandchildren ages 5 - 13 and really enjoy spending my time with them. My wife, Ruby, and I enjoy spending our Spring and Summer on the lake with our Welsh-Corgie named Jackson. Also, sports has been something that has always been a big presence in my life through both participation and as a spectator.

Awards & recognition

  • Ameriprise Chairman's Award, 2018
  • Ameriprise Circle of Success, 2017 and 2018