Fourteen Forty Financial

A financial advisory practice of Ameriprise Financial Services, LLC

  • Key tax considerations

    Review tax planning strategies throughout the entire year, not just during tax season.

    Explore tax insights

  • Get to know us

    We are committed to helping our clients achieve their financial goals. Learn about our team.
    Meet the team

  • Financial advice

    Discover services and solutions that fit your financial needs and priorities.
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Why Fourteen Forty?

Time is life’s most precious commodity! There are 1440 minutes in a day, and each day we all have an opportunity to choose how to spend our time.

Here at Fourteen Forty, we take the time to understand what’s important to you, and we partner with you to prepare personalized financial strategies to help you reach those goals. Together with your attorney & CPA, we’ll help you manage the money you have, and work towards growing it, protecting it, and leaving a legacy for those who come after you!

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Events

Getting to know the basics: Understanding your finances.

During this introductory session, we'll discuss the essentials of budgeting, managing debt and credit, saving and investing. We'll also provide actionable tips that can help you develop good financial habits for the future.

Financial Planning: A Personal Guide

A financial plan looks at every element of your financial life to help you understand where you are and where you're going. During this session we'll discuss the six pillars of financial planning and how your financial advisor can help you examine your current finances, accumulate wealth, plan for taxes and retirement, protect what is important, and create a legacy.

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Leaving a legacy

Estate planning and passing wealth to the next generation can be a rewarding, yet complex issue. We can work alongside your attorney and CPA to guide you — and your family — through the process. We help answer questions such as how to preserve your wealth, potential tax implications, how to equitably divide your assets among loved ones and more. Together, we can help you plan and prepare your legacy wishes to help bring you clarity and peace of mind.