My financial planning approach - Stefan Vulevic | Ameriprise Financial

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer^™ recognition in:

“Unbiased, puts my interest first”
“Explains things in understandable terms”
“Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

I enjoy spending time with my wife and daughter. We love to travel together and our goal is to visit every continent. Also, I like to watch various sports such as soccer, basketball and football.

Feeding America Southwestern Virginia, Volunteer

3

Years of Experience

Cash Flow Management Strategies
Investments
Intergenerational Planning

Family Finances
Saving for Education
Wealth Preservation Strategies

Bachelor's Degree in Business with Minor in Finance, Roanoke College, Salem, Virginia - 2014

See Sheryl Crawford’s interview about the Family Love Letter.

By clicking on certain links, you will be directed to a non-ameriprise.com website. The included hyperlink is provided for informational purposes only and is not an indication of endorsement of the content therein or affiliation with respect to the linked site. Be aware that the linked site will be subject to rules, regulation, and privacy and security provisions that are separate, and may differ, from Ameriprise Financial.

Ameriprise Financial and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

The Family Love Letter™ is not affiliated with Ameriprise Financial

The views expressed here reflect the views of Sheryl Crawford as of September 12, 2018. These views may change as market or other conditions change. Actual investments or investment decisions made by Ameriprise Financial and its affiliates, whether for its own account or on behalf of clients, will not necessarily reflect the views expressed. This information is not intended to provide investment advice and does not account for individual investor circumstances. Investment decisions should always be made based on an investor's specific financial needs, objectives, goals, time horizon and risk tolerance. Past performance does not guarantee future results and no forecast should be considered a guarantee either.

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My Photos(3 photo albums)

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National Day of Service - 2018

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My Videos(12 videos)

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Understanding the ‘Sequence of Returns’ risk

Understanding the ‘Sequence of Returns’ risk

In today’s market environment, ‘Sequence of Returns’ risk is one of the most critical risks to protect against. (2:25)

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Personalized advice for your unique goals

Personalized advice for your unique goals

We take the time to understand what’s truly important to you. Learn how we can help you achieve your financial goals, today and tomorrow. (1:49)

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How rebalancing helps you weather the market’s waves

How rebalancing helps you weather the market’s waves

Did you know that regular rebalancing can help manage risk and keep you aligned with your goals? Learn more about how it can work for you. (1:50)

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Like Father Like Daughter

Like Father Like Daughter

Valuable financial advice can be passed on from one generation to the next. Establishing a relationship with the right financial advisor can help you and your loved ones start planning for the tomorro (0:30)

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Ramping up your savings for retirement

Ramping up your savings for retirement

If your income is too high to be eligible for a Roth IRA, we may have an option for you—it’s called a 401(k) to Roth IRA conversion and it may be just the thing you need for increased savings and tax- (2:39)

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Smart charitable giving from your IRA

Smart charitable giving from your IRA

Learn how you could make a donation from your IRA using a Qualified Charitable Distribution (QCD), to support your favorite charity, while also receiving tax benefits. (2:14)

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Why beneficiary designations matter

Why beneficiary designations matter

Did you know the beneficiaries named on your retirement accounts override those named in your will? Learn how to ensure your assets are distributed as you intend while avoiding probate court. (2:23)

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Consider your chances

Consider your chances

There's a lot of chance you encounter along life's journey. If you're not planning for chance, chances are you're risking your financial future. (4:00)

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3 financial tips from happy couples

3 financial tips from happy couples

Watch our video to find out how couples can achieve financial harmony (2:32)

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Be Brilliant | Ameriprise Financial Commercial | “Trust”

Be Brilliant | Ameriprise Financial Commercial | “Trust”

The best relationships are built on trust. Developing a long-term relationship with an advisor who understands your goals and provides comprehensive advice can help you feel confident your financial future is secure. Visit ameriprise.com/brilliant. (0:30)

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The secure site on ameriprise.com

The secure site on ameriprise.com

Watch our video for an introduction to the secure site and learn more about working with your advisor online. (2:00)

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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. (4:06)

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