Private Wealth Advisory Practice of Ameriprise Financial Services, Inc.
I understand that you have a lot at stake in today's complex markets. You've worked hard over the years to build your net worth. Now, you're looking for ways to safeguard your dreams while still finding appropriate investing opportunities to help you reach them. That's where I can help. I'll start by listening to your goals and dreams for the future, and work with you to build a financial plan tailored to those goals that includes wealth protection strategies appropriate for today's market. In addition, I'll work with you to find investing opportunities that are aligned with your plan. That's why now, more than ever, you need a plan. Areas of Focus: Retirement Income Strategies; Estate Planning Strategies; Executive Compensation and Benefit Strategies; Wealth Preservation Strategies; Employee Stock Options; Small Business; Retirement Planning Strategies 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. Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience. Ameriprise Financial Services, Inc. is a broker-dealer and member of FINRA. Comments and "likes" should not be considered representative of client experiences, or indicative of future performance or success. While I appreciate the support of my clients, I cannot accept Recommendations or Endorsements due to Investment Advisers Act of 1940 rules which prohibit me from publishing a testimonial of any kind concerning the investment advice, analysis, reporting or other services I provide. For your privacy, please don’t post account or service-related information on this page. Instead, contact me directly. Please visit www.ameriprise.com/social for more important disclosures and information.
Up 24% since June, the U.S. dollar has eclipsed the euro as the hot currency. Here’s why.
The turnaround that took everyone by surprise Video explains how the value of the dollar has surged to its highest level in 12 years
Thinking about moving when you retire? Here are some things to consider before you do.
7 hidden costs of moving in retirement The dream of moving to a sun-kissed state with low or no state income taxes has probably crossed your mind at least once
[03/16/15] March is Women’s History Month. What woman do you think has made the greatest impact on American history?
Is retirement an end or a beginning?
[01/16/15] It’s time to start thinking about your 2014 taxes. What deduction will you be happy to take advantage of this year?
Remember Walkmans from back in the day? Here’s your shot at reliving the past – but it’ll cost you!
This is Sony’s new $1,120 Walkman The old favorite is back with a few pricey upgrades
Positive news for the labor market continues.
U.S The low rate caps the best year for the job market since the recession began 8 years ago
An interesting look at the steady march of inflation and its effect on your wallet.
How the buying power of your dollar has changed over the past 60 years Video: What you would’ve paid for gas and groceries in 1954 and 1984
[01/12/15] Inflation has been quite low these past few years. That means the cost of most of the things we buy hasn’t gone up much – though there are some notable exceptions, such as health care. Which cost in your life only seems to go up?
Here’s a money-saving tip to share with your kids before they head back to college.
Textbooks just became cheaper New plug-in allows students to compare prices directly on their school bookstore websites
College is a great time to teach your kids about money. Have you discussed these six key topics with them?
Teaching College Kids About Money | Ameriprise Financial Ameriprise Financial gives you tips on teaching your college kids about money.
It’s a brand new year! As a small business owner, what’s the most ambitious goal you have for your company in 2015?
Planning for college takes time, effort and saving. This handy college cost calculator and a 529 plan comparison tool can help you get started.
The Internet Guide to Funding College and Section 529 College Savings Plans Save for future college costs by using qualified tuition plans (529 plan or 529 program). 529 plans are state sponsored investment programs that are given special tax status.
A good reminder of how important it is to keep all of your health care and legacy documents up to date.
Your ‘living will’: What happens if you change your mind? Keeping your health care paperwork in sync with your feelings
You can find smartphone apps for anything from planning your meals to tracking your finances.
Find out where in the world women get paid a fair(er) wage.
Guess which country has the largest wage gap? Yep – it’s the U.S.
An interesting twist on today’s “share” economy.
Hotels let guests borrow items or leave them From bikes to books, hotels are increasingly telling guests to use their loot
December is National Write a Business Plan Month. If could start your own business, what would it be?
Planning to pursue a new job in the New Year? If so, here are tips on how to make the transition a smooth one financially.
Financial Planning and Investment Advice During Job Transition | Ameriprise Financial Start your financial planning during job transition and get investment advice during job transition with Ameriprise Financial
How are you giving back – with your time, or your money?
Is your time worth more than your money? If you're trying to decide which is better when giving to charity, here is one way to decide.
What do you have in mind for a New Year’s resolution?
Successful People Share New Year's Resolutions We asked industry leaders and top entrepreneurs what they're resolved to do in 2015.
[12/26/14] Those collecting Social Security benefits in 2015 are in store for a small raise of about $20. What would you do with an extra $20 each month?
[12/25/14] Our practice will be only be closed Christmas Day. Looking forward to reconnecting with you after the holiday!
Are you contributing to the ‘death of the shopping mall’ – by doing more holiday shopping online?
Saving America's malls from the brink of death From e-commerce to mobile apps, people sure aren't shopping like they used to.
I like to give gifts of experience like the trip to the zoo to my kids. What memorable gift will you give this holiday season and to whom?
Plunging oil prices. Automotive recalls. Hacking. Here’s a look back at the top 10 financial stories of 2014.
What were the top money stories of 2014? It was an eventful year in the world of business. Here are the 10 biggest financial stories of 2014.
When planning for retirement, men tend to focus on their partner, while women tend to focus on their family, research shows. How do you and your spouse make sure you have a shared vision – now, and in retirement?
How gender impacts your retirement outlook | Ameriprise Financial How you look at retirement could have a lot to do with your gender. Learn why and how men and women view retirement planning differently from one another.
From museums to restaurants, this world is full of discounts for people “of a certain age.”
How are you making sure your kids get a good financial education?
Did you know 1 in 6 Americans struggle with hunger? Help feed hungry families by giving to Feeding America and Ameriprise will match your donation up to $500,000.
Ameriprise and Feeding America Join the Ameriprise Financial Challenge and give a gift to Feeding America to help end hunger.
How giving is the area you live in?
And the most charitable city in America is … Map shows which regions of the U.S. are the most generous
Which of these would be your first choice to retire on?
10 of the best tropical islands for retirees From the Caribbean to Micronesia, affordable, accessible exotic locales are within your reach
Thankfully, finding an inviting place to live is becoming less of a struggle for LGBT retirees.
LGBT-friendly senior housing opening across U.S. cities Push comes as the gay rights movement has made huge strides
As a small-business owner, are your premiums going up – or down?
Here’s where small business health costs are skyrocketing (and where they’re not) Starkly different trends observed in different parts of the country
What story will you share with your grandkids?
Tips help grandparents talk money with grandkids Studies show young people, more than any previous generation, are ready and willing to listen – so have at it!
How generous is your employer’s vacation policy?
Very few companies offer unlimited vacation days, but these do Virgin Group is the newest member of a tiny club of companies providing this rare benefit
Cut benefits? Raise revenue? Learn more about all the possible ways to solve Social Security, and don’t forget to vote on your favorite.
How would you fix Social Security? Your turn to help figure out the program’s financing problem
What have you given up to build up your savings?
What I gave up to save $1 million Big nest eggs sometimes take big sacrifices – here are four super savers’ stories
Here’s another glass ceiling in the finance world worth smashing.
Women lag in venture capital even as they make strides as entrepreneurs 6% of VC partners today are women – down from 10% in 1999
Keeping the mind sharp is important when you retire. I
3 factors that could keep the bull market rolling.
What will make stocks go even higher? The market hit fresh records last week and the S&P 500 is up nearly 9% this year
Sound advice from Mike Greene, Ameriprise senior vice president of financial planning.
Tips for creating a nest egg spending plan We spend decades investing and saving to avoid being broke in retirement, but our spending plan plays just as crucial of a role as our savings strategy
Here’s a fun – if not unfortunate – financial fact to share with your friends and family.
More US families own cats than stocks Though the stock market is heating up, Americans remain cool to buying individual stocks
Is your alma mater on this list?
Where to go to college if you want the highest starting salary Ivy League schools, surprisingly, have a sparse showing
The uncovered cost of caregiving – don’t be caught by surprise.
A third of family caregivers spend over $10K a year Tab includes medications, medical bills, in-home care, and in some cases, senior housing
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Financial Advisor at Ameriprise Financial Services, Inc.
Mortgage Financing with 5 Star Service ,Conventional, Jumbo, FHA/VA, USDA Rural, Purchase and Refinance. FREE TRUE PRE-APPROVALS!
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Financial Advisor at Ameriprise Financial Services, Inc. Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.
Since 2003, my clients have chosen me as their advisor because of my honesty, creditability and commitment to service.
Individual & Small Business Taxes! Also offering Small Business Bookkeeping, Payrolll and Business Plans. LLC set-up also available. Please call Stephanie @ 678-612-1012
Amy has a solid track record of over 12 years experience in the financial industry. She has worked as a wealth advisor, credit coach, and financial planner
Financial Services Professional offering securities products and services through NYLIFE Securities LLC.
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Wendy Thompson, CFP, RICP, CLU, ChFC is a Northwestern Mutual Wealth Management Advisor helping individuals and businesses achieve financial security.
Legacy Capital Advisors specializes in helping busy and successful families grow and transfer wealth across generations.