You are a unique individual, growing and adapting to changes in your life. We understand that your financial situation and goals are just as unique. Instead of applying a one-size-fits-all approach, we will create a personalized financial plan by working together to explore your situation, define your financial goals and choose your investment strategies accordingly.
As your goals change over your lifetime, we will update the recommendations in your financial plan to address these changes. Our comprehensive approach requires an ongoing relationship with frequent communication. We want you to share with us what is changing in your life and we will explain how changing markets or economic cycles are impacting your goals. This open communication allows us to effectively partner in updating your financial plan’s recommendations and adjusting your investment strategies as needed to move you toward achieving your goals.
Our meetings are flexible and include evenings and weekends; in-person, video conference, phone or with digital screen sharing capabilities through Ameriprise.com. In addition to meetings, you can communicate with us by phone, email, text messaging and a secure message system on Ameriprise.com.
You will work directly with me and my staff, not an artificial intelligence program, robot-advisor app, or website. You will benefit from my knowledge and experience which began in 1986 and that of Ameriprise which has stood behind its clients since 1894!