Unlock your financial potential

With the right support, navigating financial goals can feel less complex. By learning what’s most important to you, I provide advice that is uniquely tailored to your goals and priorities.

Roxana E Solorzano

Financial Advisor

Zaragoza Elite Wealth Management

A private wealth advisory practice of Ameriprise Financial Services, LLC

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Client satisfaction 5.0 / 5 rating based on 7 reviews
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Contact

888.853.0360

RSolorzano@ampf.com

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

Financial advice with your taxes in mind

Even at their most basic level, tax rules can be complicated. Add in the nuances of investments and retirement planning and the complexity is further compounded. Whether you’re wondering about your tax bracket, worried about withholding too little or want to lower your taxable income, I can help. Together, with your tax professional, we can create an income tax planning strategy that reflects your needs and financial goals.

Creating your family legacy

What do you plan to leave behind for the people you love? Together with your attorney, we can create strategies designed to build wealth and create a strong financial legacy for generations to come.

I'm here to help you create an estate planning strategy that makes sense for you, your loved ones and your values.

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Retirement discovery

Some questions about retirement are nearly universal. For example, will I have enough money to last my whole retirement? How will the ups and downs of the market impact my income after I retire? And what about inflation – will it eat up my retirement income?

If you’ve asked yourself these questions, it’s time for a visit to the Retirement Interactive^SM tool, where I encourage you to explore the “Retirement Challenges” section. It will let you delve into important issues that could potentially affect your retirement.

After you visit, contact me and we’ll talk about the things that concern you most – and solutions that could help you have a more confident retirement.

Built with you in mind For over 130 years, Ameriprise Financial has been a leader of personalized financial planning and advice. We offer a range of comprehensive solutions—from banking and investing to insurance and annuities—to help you make the most of today while planning for tomorrow. Why choose Ameriprise

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Unlock your financial potential

Roxana E Solorzano

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