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

My client practice

I focus on assisting divorced and widowed women with navigating their newly independent financial responsibilities so they can feel more confident in their ability to make decisions during this emotionally turbulent time. My detailed approach includes recommending strategies to help them pursue their financial objectives and helping them track progress overtime. In addition, leveraging my understanding and respect of the Japanese language, culture and customs, I strive to extend an outstanding level of service to each and every one of my clients, who are in different stages of their careers and personal achievements.

    Ameriprise Financial conducts its business and provides written materials and service in English only.
14
Years of Experience ?

Client Satisfaction 5.0 out of 5 rating based on 29 reviews 100.0

My Videos(9 videos)

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Features

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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Staying on track when markets are volatile

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)