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.
Read more articles by Inspire Confidence Group