How we work


The Team:

We work with retirees and highly compensated employees in the tech sector. We strive to help our clients become more efficient with their finances and preserve their wealth. We guide them to informed decisions through a collaborative and consultative process. This is accomplished through an initial, 5-step meeting framework where we help them unbundle their financial situation, reorganize it, and then formulate a working system that can help to bring our clients’ goals more within reach.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Divorce Financial Planning
  • Retirement Income Strategies
  • Charitable Giving
  • Insurance
  • Estate Planning Strategies
  • Sustainable and Responsible Investing
  • Wealth Preservation Strategies
  • Investment Management
  • Social Security Retirement Benefits
  • Saving for Education
  • Women's Financial Strategies
  • Retirement Plan Distribution
  • Employee Stock Options
  • Domestic Partner Planning
  • Executive Compensation and Benefit Strategies
  • Family Finances

Community participation

Samaritan House

http://samaritanhousesanmateo.org/

Our videos

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Working with us

Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal.

Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together.

What to expect

  • Professional help in clarifying your financial goals and priorities
  • If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives
  • Accurate information about our tailored solutions, including risks, benefits and costs

What to bring

  • A list of any questions you have regarding your current financial situation
  • Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention
  • A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals