Advisor photo for May Lai

May Lai

CRPC, CMFA®

Financial Advisor
Chartered Retirement Planning Counselor™
  • Market volatility

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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Focusing on the big picture

You work hard for what you earn — and want to do all you can to make sure you save and invest wisely. As your financial advisor, I will help you prioritize what's important today, while planning for a more confident financial future. I'm proud to help you plan for and achieve your financial goals — both now and in the future. Want to learn more? I'm happy to meet for a complimentary initial consultation.

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Financial advice with your taxes in mind

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence. To get started, request a complimentary initial consultation.