Our profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. We help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how we can help you move closer to your financial goals.


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Areas of focus

  • Intergenerational Planning
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Social Security Retirement Benefits
  • Estate Planning Strategies
  • Saving for Education
  • Financial Planning for Small Business
  • Insurance

Awards & recognition

  • Daniel Bodemeijer, Ameriprise Circle of Success, 2019-2020, 2022
  • Bodemeijer & Associates, Ameriprise Client Experience Award, 2021-2022

Community participation