Make tax-savvy decisions

When you envision your lifestyle in retirement, paying high taxes on your hard-earned savings and investments probably isn’t part of the picture. We can help you consider the tax implications of withdrawing retirement income. Together, using our exclusive Confident Retirement® approach, we’ll formulate a plan with a diversified tax strategy to help ensure the retirement lifestyle that you deserve.

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Areas of Focus

  • Tax Planning Strategies
  • Social Security Retirement Benefits
  • Retirement Income Strategies
  • Investments
  • Cash Flow Management Strategies
  • Intergenerational Planning
  • Charitable Giving
  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Saving for Education
  • Family Finances
  • Insurance
  • Estate Planning Strategies

Our Videos(6 videos) X

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Community Participation

Mount Vernon Chamber of Commerce

Andeavor Community Advisory Panel

Economic Development Association of Skagit County (EDASC)

North West Estate Planning Council

Skagit Community Foundation

Friendship House

Soroptimist

Skagit Valley Hospital Foundation

Skagit Adult Day Care

Skagit Venture Club

Ducks Unlimited

Mount Vernon High School Career and Technical Advisory Committee Member

Skagit County Boys & Girls Clubs

Mount Vernon-Conway Youth Baseball

Our Photos(6 photo albums)

Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.

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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

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