ImaGen Financial Group

A private wealth advisory practice of Ameriprise Financial Services, Inc.
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Background and qualification information is available at FINRA's BrokerCheck website.

Our approach

Who: Who is ImaGen Financial Group?

ImaGen Financial Group is the collective of Imagination and Generation. The name embodies our creative approach in providing advice to multi-generations. Our goal is to help our clients plan to reach their financial dreams.

Mission

We look to create financial strategies for every generation

Vision

ImaGen Financial Group focuses on providing high quality advice and service to our clients, in a comfortable and personalized manner. We aim to provide five-star service with efficiency, where everyone’s role is clearly defined, as part of our team, and to our clients. Further, we aim to set clear expectations, to deliver what we promise, and to exceed our clients wishes.

Do you know your tolerance for investment risk?

When it comes to investing, risk and reward go hand in hand. The higher the risk, the higher the potential return, but also the greater the risk of loss.

Risk tolerance refers to your ability to endure market volatility. All investments come with some level of risk so it's important to be aware of how much volatility you can tolerate. How risk tolerant you are is important, because it is one of the basic factors in determining an appropriate investment strategy for you. Your risk tolerance can affect both the types of investments you own and the way you choose to diversify your portfolio.

Read more about risk tolerance and take the 5-question quiz to help you assess your own tolerance for risk. Then contact me to discuss your portfolio and how it meets your needs and risk tolerance.

Our videos

5 videos

The Ameriprise difference

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Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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3 actions to navigate the changing market

Strong market downdrafts driven by coronavirus fears can feel unsettling. Anthony Saglimbene, Ameriprise Global Market Strategist, sums up what to watch for and three actions to take with your advisor to help keep your portfolio on track. (2:02)