I work with you to determine the service and solutions that fit your financial needs and priorities.
Through financial advice, investments and solution recommendations, as well as progress meetings and smart technology, we can help you achieve your financial goals and adjust to whatever life brings.
I'm here to help you feel more confident, connected and in control of your financial life.
Analysis of progress toward goals or ongoing advice with support and recommendations to help meet goals.
Document your most important financial goals and track your progress online.I’ll align your risk tolerance and asset allocation to support your financial goals.
Create a plan to pursue your goals through comprehensive financial advice.I’ll design a plan and recommendations toward reaching your unique goals. Planning option(s) below available for an additional cost, based on your needs.
A diversified portfolio of investments designed to help you pursue your financial goals.
I offer a wide range of advice and investment support to meet your needs, including:
Costs vary depending on investment advice level and investments you select. You’ll know up front exactly what you will receive for fees paid.
We’ll review your goals, progress and investments regularly. Connect with us when you need to, in person, by phone or online.
We’ll meet when, where and how you need, based on your preferences and financial needs. Through the secure site and Ameriprise app, you have anytime access to investments and digital tools to help you track your progress against your goals.
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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Direct URL to this form: https://www.ameripriseadvisors.com/leon.x.carter/?openFormModal=request-contact
The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
This offer is only valid in the United States.
Please do not submit account or other confidential information via this form.
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Thank you for requesting a consultation.
I will contact you to set up a complimentary meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with me.
Prepare for your consultation by reviewing our pre-meeting checklist and discussion guide.
I look forward to helping you achieve your financial goals.
This offer is valid only in the United States.
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If you have friends or family members who have financial questions or could use a second set of eyes, please let them know about my practice. When you refer me, they will receive an email with a link to my website where they can learn about what it’s like to work with me and reach out for a complimentary consultation, if they choose. I look forward to the opportunity to help your friend or family members achieve their financial goals.
Thank you.
The person you refer will receive an email with a link to visit my website and contact me for a complimentary consultation, if they choose. I will be notified of your referral but will not receive your friend's contact information.
Direct URL to this form: https://www.ameripriseadvisors.com/leon.x.carter/?openFormModal=referral
I will only contact your referral if they request a consultation through my website or call my office.
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