Advisor photo for Lorie Kirtz

Lorie Kirtz

Financial Advisor

Key tax considerations

Review tax planning strategies throughout the entire year, not just during tax season.

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Connect with me

If you have questions or would like to schedule a complimentary initial consultation, get in touch.

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Retirement plans

Discover retirement plan options based on your unique situation.
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Whether you’re saving for a major purchase or simply meeting today’s needs, having a sound strategy is key. Through personalized financial advice, investments and solution recommendations, as well as a focus on tracking your progress, I can help you achieve your financial goals and adjust to whatever life brings.

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Now Playing

Stagflation vs. recession: Do signs point toward either?

Stagflation vs. recession: Do signs point toward either?

Both the markets and the economy have been bumpy this year. Ameriprise Chief Economist Russell Price reflects on current conditions and where we may be headed. (3:22)

June 10, 2025

Is stagflation making a comeback? June 16, 2025

Will tariffs disrupt market momentum (again)? June 16, 2025

View more markets and economic insights

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Achieve so much more

Achieve so much more

The goals that matter most to you matters most to your Ameriprise Financial advisor. We take the time to know you and provide personalized advice to help you reach those goals today and still feel prepared for tomorrow. For over 130 years, we’ve helped clients feel more financially confident. (0:30)

Plan for passions

Plan for passions

Life insurance provided comfort for James and Emily Hiter when life took an unexpected turn. Their only regret is missing the opportunity to use it to help leave a legacy. (4:05)

Balancing growth and protection

Balancing growth and protection

How do you find the right balance when you're saving for the future? Learn how the RiverSource Structured Solutions 2℠ annuity works to combine growth potential with a level of protection. (Not available in NY. Currently not approved for use in OR) (7:24)

The confidence to stay invested

The confidence to stay invested

How will the ups and downs of the market affect your retirement portfolio? Watch this video to see how the RiverSource Structured Solutions 2^SM annuity help give you the confidence to stay invested. (1:35)

Lorie Kirtz may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.