Team profile

Your investment strategies

Are you looking for a solid, yet strategic investment strategy that can help to build and protect wealth? With our experience providing ongoing financial advice and asset management strategies, we can help you formulate an approach to strengthen your portfolio’s potential and suit your risk tolerance. We’ll regularly review your portfolio and will offer new strategies as your life changes and the market goes up and down. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life.

Areas of focus

  • Retirement Planning Strategies
  • Insurance
  • Family Finances
  • Executive Compensation and Benefit Strategies
  • Investments
  • Estate Planning Strategies
  • Charitable Giving
  • Saving for Education
  • Business Retirement Plans
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Social Security Retirement Benefits
  • Investment Management
  • Retirement Income Strategies

Awards & recognition

  • NaviPoint Advisory Group, Ameriprise Client Experience Award, 2020
  • Michael G Fleege, Ameriprise Circle of Success Diamond Ring, 2011
  • Michael G Fleege, Ameriprise Circle of Success, 2000-2016, 2019, 2020