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The Albanese/Kennedy Bruce Group

A financial advisory practice of Ameriprise Financial Services, LLC

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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Focusing on the big picture

You work hard for what you earn — and want to do all you can to make sure you save and invest wisely. As your financial advisor, we will help you prioritize what's important today, while planning for a more confident financial future. We’re proud to help you plan for and achieve your financial goals — both now and in the future. Want to learn more? We’re happy to meet for a complimentary initial consultation.

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Events

Education Planning and Funding, features and Benefits of 529 Plans

During this complimentary session, you will learn:

- Why you should use a 529 Plan

- Who benefits the most from 529 plans

- What if you don't use your 529 plans assets for school?

- How 529 plans can help your estate plan

- Exciting new Roth IRA feature that 529 plans have

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Evaluate your 401(k)

Many people wait to roll over their 401(k) dollars until they change jobs or retire. Depending on your financial goals, your age and your investment strategy, it may make financial sense to roll over some of your assets while you’re still working and contributing to a 401(k) plan. We can help you evaluate the pros and cons and determine if a rollover fits with your overall retirement savings strategy. Together, we can help you work toward your financial future with more confidence. Learn about your options with the Rollover Evaluator.