Private Wealth Advisor, CERTIFIED FINANCIAL PLANNER™ professional, Ameriprise Financial Services, Inc.
My Approach I work with a focused group of professionals and business owners that require more complex financial planning. I understand that a financial plan is not just about the numbers, it is about understanding your hopes and dreams for the future and how a financial plan can help you get there. I appreciate that you’ve worked hard to build your financial stability and we’ll work together to ensure your plan is continually working just as hard for you and your dreams. · Customized to your life and goals. · Focused on accumulating, managing and protecting your wealth. · Prepared with strategies that make sense for you. · Tracked and reviewed regularly via an established communication plan. · Updated based on changes in market conditions and your situation. Areas of Focus Retirement Planning Strategies Small Business Tax Planning Strategies Women's Financial Strategies Investments Family Finances Education Planning Insurance Retirement Income Strategies Employee Stock Options Executive Compensation and Benefit Strategies Estate Planning Strategies Charitable Giving I am licensed and registered to conduct business in TX. Based on licenses and registrations I hold, I may also conduct business in AL, AR, AZ, CA, CO, FL, GA, LA, MI, MT, TN, WA. CA Insurance #0F34609 AR Insurance #2204114 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 Qualifications CFP® CERTIFIED FINANCIAL PLANNER™ practitioner AAMS® Accredited Asset Management SpecialistSM CRPC® Chartered Retirement Planning CounselorSM CEP® Certified Estate Planner Business Financial Advisor APMA® Accredited Portfolio Management Advisor Awards & Recognition FIVE STAR Wealth Manager1, 2012-2017 Professional Associations Financial Planning Association Community Participation Expanding Your Horizons Feeding America Bel Inizio Grant-A-Starr Foundation National Multiple Sclerosis Society Interests Training to walk half-marathons and triathlons Distance cycling Museums, antiques and antiquities Voracious reader--learning never ends 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.
The key to achieving your goals is to keep moving toward them. We can work together to help you stay on track toward your goals, even in uncertain times.
Sending love and gratitude to all mothers today.
Over the next two weeks, new data on jobless claims and consumer spending will show the true depths of the COVID-19 economic impact, says Chief Market Strategist David Joy.
newsroom.ameriprise.com 05/04/2020 David Joy Until now we have had to make do with a somewhat limited view of the economic impact of the coronavirus. First quarter GDP was bad enough at -4.8 percent, but the economy was really only shut down for a couple of weeks in the first quarter. Consumer spending slowed sharply as mi...
Do presidential election cycles drive stock performance? Although there are no easy answers, let's talk about how we can help you stick to an consistent investment plan.
Looking for a way to give back – from a safe social distance? Check out these 8 ideas.
realsimple.com Just because we're all homebound during the coronavirus pandemic, it doesn’t mean that we can’t still do good. In fact, now, more than ever, is an important time to support organizations in need. Here are eight ways to give back from the comfort of your own home.
The economic impacts of COVID-19 may have a hidden impact on children — it may help them develop a money mindset earlier.
cnbc.com Children are witnessing a pivotal moment in history. Here's what they may learn about money, and what you can do to help.
“Pride builds walls between people. Humility builds bridges.” – Rick Warren, Author of A Purpose Driven Life. What bridges have you built?
In times of market pressure, it’s important to work together to make sound financial decisions based on objective information. Join a live call on April 30 to hear insights on questions from clients like you.
ameripriseadvisors.com We are closely watching the market environment to help you make informed decisions about your long-term, diversified investment strategy.
Jobless claim filings continued at a historic pace last week with 4.4 million new signups for unemployment insurance. If you or someone you know is facing uncertainties, call me to discuss a plan forward.
cnn.com For the fifth week in a row, millions of American workers applied for unemployment benefits, seeking financial relief as businesses remained closed during the coronavirus pandemic.
A psychiatrist shares five tips to practice each day to help keep your spirits stable – even during a particularly unstable time.
health.com The COVID-19 coronavirus pandemic has caused widespread fear and panic. We asked an expert for tips on how to boost your mood even when you're surrounded by bad news.
Stocks rose on open Monday as several countries begin to ease COVID-19 restrictions. Reach out with any questions.
marketwatch.com U.S. stock benchmarks extended their rally Monday, closing 1% or more higher, as coronavirus lockdowns began to ease in several countries.
I’m proud to announce that I’m one of Forbes Top Women Wealth Advisors for 2020. While this is an exciting honor, helping my clients achieve their financial goals is the greatest reward. Thank you to my hard-working team and loyal clients for making this possible!
ameripriseadvisors.com Ameriprise Advisors - Cathy Buchanan in Houston, TX
Yields are frustratingly low, but the highest yielding bonds may not be worth the risk. Let’s get in touch to talk about options for fixed income in your portfolio.
President Trump signed a bill into law Friday with $484 billion in funding for small business aid, hospital grants and coronavirus testing.
cnbc.com The bill includes $370 billion for small business aid, $75 billion for hospitals and $25 billion for testing during the coronavirus pandemic.
Indulge your wanderlust and connect to the broader world – without getting on a plane.
cntraveler.com Because, well, we're all spending time at home right now.
It’s the 50th anniversary of #earthday! Has staying close to home brought you closer to nature?
It’s important for investors to remember that there’s still a high degree of uncertainty ahead, says Chief Market Strategist David Joy.
newsroom.ameriprise.com 04/20/2020 David Joy Stocks continued their remarkably rapid ascent last week, as the S&P 500® index rose another 3 percent. From the March 23 low, the index has now risen 28 percent in just eighteen trading days. The financial backstop provided by the Federal Reserve and the fiscal stimulus of the...
Investment bias, often an underappreciated aspect of reducing returns over time, can be amplified during periods of market volatility. How are the current conditions impacting your investment decisions? #AmeripriseResearch
Are you filling the difficult roles of parent and teacher? Here are some online resources to consider.
usnews.com With schools closed due to the coronavirus, here are online resources parents can use to keep students' skills sharp.
Are you new to working remotely? Read these 11 tips from a work from home veteran.
vogue.com Podcasts, human interaction, and other ways to cope.
The size, speed, and scope of the recent market fluctuations are unprecedented, according to Ameriprise Chief Market Strategist David Joy.
newsroom.ameriprise.com 04/13/2020 David Joy The S&P 500® index rose 12 percent last week. According to Bloomberg, it was the best week for stocks since 1974. It seems that the record speed at which stocks tumbled into a bear market starting in February is being matched by the speed at which it is rallying. In the thirtee...
Resilience. Positivity. Experts share five life lessons you can teach your kids while self-isolating.
cnbc.com Experts tell CNBC Make It five life lessons parents can teach children while self-isolating at home due to the coronavirus.
The IRS announced Friday that the national income tax filing day – aka Tax Day – is moved to July 15, 2020. This is part of a growing effort to alleviate the financial pain from the COVID-19 pandemic.
usnews.com Treasury Secretary Steve Mnuchin announced the tax deadline was moved from April 15 to July 15.
Local businesses are an essential part of our economy – and they need our help. Here are just some of the ways you can help support the businesses in your community.
forbes.com Offering your web design services, purchasing gift cards and sharing promotions on social media are just some of the ways we can help our local businesses survive this crisis.
You can start collecting Social Security benefits at age 62 but the longer you wait — up to age 70 — the more your benefit amount will increase. If you're thinking about retiring soon, let's meet and discuss the timing.
Joining your neighbors in song is just one way to maintain a sense of community – from a safe social distance.
realsimple.com Spread a little kindness and cheer.
Global markets remain volatile, but will slowly stabilize, according to Ameriprise Chief Market Strategist David Joy.
newsroom.ameriprise.com 03/23/2020 David Joy The selloff in equities accelerated last week. The S&P 500® index fell 15 percent, its worst week since 2008, leaving the index down 32 percent from its February 19 high, and down 29 percent on the year. At the sector level, real estate was far and away the worst performer. Als...
U.S. stocks recovered some ground Thursday after central banks introduced new measures to cushion the global economy. If you have questions regarding the potential impacts to your portfolio, let’s connect.
cnbc.com Stocks jumped Thursday, erasing steep losses from earlier in the day as strong gains in big-tech shares led to a sharp turnaround.
Before you retire, consider health insurance for the types of care that Medicare doesn’t cover. Let’s connect to talk about how you can make the most of your benefits.
Depending on your life stage, the recent stock market drama may impact you differently. Nevertheless, it’s important to understand the potential impacts to your portfolio. here to help.
cnbc.com For many millennials, the recent stock market troubles don't mean much.
Reaching goals can require inner strength, courage and dedication. How do these attributes help you stay on track toward your goals?
The free time retirement provides can lead to overspending. Retirement can last 20 years or more, so let’s plan now for the retirement lifestyle you’d like to live.
U.S. stocks opened in the red again Wednesday as Wall Street’s wild trading streak continues. If you’re concerned about the impact of moving markets on your financial goals, let’s talk soon.
usatoday.com The Dow entered its first bear market since the financial crisis after the coronavirus was deemed a pandemic and investors awaited stimulus plans.
Stay on track to achieve your financial goals. When we meet, we’ll not only discuss your goals and priorities, we’ll document them online so you can see your progress at any time.
All three U.S. benchmark stock indexes closed in correction territory Thursday and are bracing for more losses on Friday. If you’re concerned, let’s talk.
forbes.com $3.4 trillion in U.S. market value has been lost this week.
|Monday||09:00 - 17:00|
|Tuesday||09:00 - 17:00|
|Wednesday||09:00 - 17:00|
|Thursday||09:00 - 17:00|
|Friday||09:00 - 15:00|
[WE] Inspire Girls and Women by Educating, Equipping and Empowering Women to be in control of every area of their life. [WE] believe # PrettyIsNotEnough
Envios de dinero, Pago de servicios, Fax, Copias, Paquetería y mas
Houston-based, third-generation, family-owned, full-service independent insurance agency proudly protecting Texans since 1936 w/ personal & commercial insurance for families and business owners. Proudly protecting Texans for 83 years!
I strive to provide five-star service to every customer, making sure you not only find the best mortgage solution for you now, but the best financial plan for you and your family's future.
Your #1 choice for title insurance in the Clear Lake are. EXPERIENCE THE DIFFERENCE!
A-A Properties, LLC is a Houston-based real estate investment company. We buy homes fast and hassle free. We provide a valuable resource to home sellers
Ohyan Law Group is the leading provider of immigration, employment, and property law services. We will get you the legal outcome you deserve.
RBS Engineers & Financial Group is a leading Merchant Service Provider offering low rates and free equipment. We support mobile, and ecommerce solutions
Bilingual Loan Officer in Austin, Texas! With several years of experience providing quality loans to qualified borrowers, Adriana Cardenas has the experience and expertise to help you make the best decisions for you when financing a new home.
Providing you with wisdom and knowledge you need to obtain good success for you and your family.