Today, it’s natural to have questions about your retirement, even if you’ve saved and planned for it. With our exclusive Confident Retirement® approach, we’ll help you find answers and take the first step toward creating a road map to the future you want. We’ll talk through the four basic principles of retirement:
(1) Covering essential expenses
(2) Ensuring your lifestyle
(3) Preparing for the unexpected
(4) Leaving a legacy
And I’ll help you make adjustments as needed so you can retire on your terms.
Working Together
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
Areas of Focus
-Women's Financial Strategies
-Small Business
-Retirement Income Strategies
-Wealth Preservation Strategies
-Retirement Plan Distribution
23 Years of Experience
Awards & Recognition
FIVE STAR Wealth Manager, 2012
Qualifications
Certified Financial Planner
General Securities - Series 7 license
Series 63 license
Ameriprise
Life and Health License
Life Underwriter Training Council Fellow (LUTCF)
Bachelor of Science Degree
Business Financial Advisor
AR Insurance License # 790534
