Advisor photo for Violetta Terpeluk

Violetta Terpeluk


Financial Advisor
Certified Exit Planning Advisor®
A financial advisory practice of Ameriprise Financial Services, LLC
  • Enjoy a Fulfilling Life

    Are you a successful individual seeking guidance to enhance and help protect your quality of life?

    Book a Free Call
  • Optimize Your Wealth

    Are you a seasoned business or real estate owner wanting to exit and enjoy your financial freedom?

    Request Consultation
  • Live Your Legacy

    Are you a family steward desiring to take care of your loved ones and create generational wealth?

    Get Started Today

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

Life first, business next.

I believe a thoughtful financial life plan is foundational to a solid business exit strategy. For most small to medium-sized business owners, a business exit can be equivalent to personal retirement. Therefore, I believe identifying your level of financial and emotional preparedness is essential to optimizing your business exit strategy.

  • Do you have a clear vision of your life after exiting your business?
  • Do you know how much money your family needs, wants and wishes to have?
  • Do you know how much value you need to harvest from your business and what concrete steps to take?
  • Are you worried that your loved ones won’t be taken care if any unexpected event happens to you?
  • Are you uncertain how your business success leads to personal and family financial freedom?
  • Are you overwhelmed with the complexity of your finances - various facets of your financial life aren’t integrated?
  • Are you apprehensive that you may have blind spots leading to unnecessary mistakes which can derail your financial future?
  • Are you frustrated that you don’t have a professional team collaborating to deliver best outcomes?

I can help provide insights into how to assess and enhance your financial and emotional readiness, helping gain more clarity on exiting your business without regrets.

Get Started with a Complimentary Exploration Call

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Fulfilling Life, Optimizing Wealth.

We get it. You’ve worked hard and sacrificed throughout your career. You deserve to enjoy the fruits of your labor, benefitting from your business, living a fulfilling life, and providing security for your loved ones.

Sometimes, your focus and drive leave you with little, if any, discretionary energy. Finding time to plan for risk mitigation, business exit, personal retirement, or family generational wealth transfer can seem not only daunting, but overwhelming.

That’s why we’re here to help. We have been partnering with clients like you for more than two decades, bringing the experience and guidance to each engagement. Helping clients like you find your FLOW .

Get Started with a Complimentary Exploration Call