Planning for a confident retirement

Planning for a confident retirement
I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. I start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, I can help take the uncertainty out of planning for your financial future. Working together, I can help you feel more confident, connected, and in control of your financial life.
Planning for a confident retirement

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.
21
Years of Experience ?

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My Videos(3 videos)

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Providing for your family
Providing for your family

Tim Epperson enjoyed providing for his family; then a sledding outing changed their lives forever. But, because of a decision they made years earlier, Tim is still the provider he always wanted to be. (5:31)

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Will your retirement income last?
Will your retirement income last?

Learn more about a program that can help you make important decisions about your retirement income. (2:23)

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You should be on vacation, not your assets
You should be on vacation, not your assets

You’ve worked hard all of your life. Shouldn’t your assets be doing the same? Find out how you can put your lazy assets to work protecting against the unexpected costs of long-term care. (2:07)

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Gauge your retirement readiness

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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2019 market outlook

Market volatility is a natural characteristic of investment markets. Ongoing communication with your advisor can help ensure you have the personalized financial advice you need to maintain a well-diversified portfolio regardless of market conditions. (2:17)