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A Customized Plan & Why It Matters During Market Volatility


What Is a Customized Plan — and Why Does It Matter During Market Volatility?

By Brent Makarczyk, CFP® CRPC™, APMA™

Financial Advisor and Managing Partner

When markets are unpredictable, a customized plan becomes more important than ever. As a CERTIFIED FINANCIAL PLANNER™ professional with Inspire Confidence Group, our WHY is to Inspire Confidence, Simplify Life and Reduce Stress. Through this approach, I help you make confident, informed decisions across all areas of your financial life, including:

  • Retirement & income strategies
  • Tax-smart investing
  • Cash flow & debt management
  • Insurance & risk protection
  • Education funding
  • Estate & legacy planning

This kind of planning creates clarity and direction, even when markets are uncertain. And I don’t do it alone — I’m backed by the strength, research, and reliability of Ameriprise Financial, a company with130 years of experience helping clients reach their goals.

Here’s what that means for you:

• Personalized Planning
You get more than a financial plan — you get a trusted advisor who knows your values, your goals, and your family dynamics.

• Depth of Experience
You benefit from Ameriprise’s research-driven insights so that every recommendation is built on strategy, not guesswork.

• Advanced Tools & Technology
You’ll have access to powerful planning tools and scenario modeling, all through your secure, personalized client site.

• Security & Strength
With the support of Ameriprise, you can move forward with confidence — knowing your plan is backed by a firm known for its resilience and client focus.

Final Thought:

Volatility is inevitable. But with a custom plan that’s tailored to your life and supported by a trusted advisor and a strong firm, you can stay on course —today, tomorrow, and through every market cycle.

Together, we can work to keep you on-track toward your financial goals. Request a consultation to learn more.
 

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