Private Wealth Advisor with Ameriprise Financial Services, Inc.
Are you looking for ways to reach your financial goals in today’s volatile market? Whether you’re saving for retirement, college for your kids, home improvement, travel, or other needs and dreams, you may be unsure about what to do next or whether you can do anything at all. That’s where I can help. I’ll take the time to listen and understand your goals, and help you build a plan to get back on track toward reaching them. Working together, we will work to find investing opportunities in today’s uncertain market that are aligned with your financial goals. That’s why now, more than ever, you need a plan. Areas of Focus Charitable Giving Employee Stock Options Retirement Planning Strategies Domestic Partner Planning Estate Planning Strategies Saving for Education Education University of Florida-Bachelors of Science Business Administration Professional Associations Certified Financial Planning Board of Standards 24 Years of Experience Licenses: Series 7, Series 64, State Insurance 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 I am licensed and registered to conduct business in FL. Based on licenses and registrations I hold, I may also conduct business in NY, MD, LA, VA, AZ, TX, HI, CA, NC, SC, GA, KY, MN. 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.
Volunteering in retirement could allow you to tap into your skill set while providing personal fulfillment. Let’s discuss how you can achieve your financial goals and give back when you retire.
ameripriseadvisors.com Having a purpose-driven retirement, pursuing personal goals and more tips on how to give.
Experts recommend talking with your children about money early – and often. Learn what you can do to help set your kids on the path to financial security.
cnbc.com Parents are spending twice as much on their adult children than they are putting away for retirement, and that could have dire consequences down the road.
Many older Americans are seeking lower costs, better weather and adventure in retirement. Learn what you need to know about managing your finances if you plan on retiring outside the U.S.
money.usnews.com Carefully weigh the move to expatriate status, with special attention to banking and investments.
[02/21/19] According to America Saves, successful savers have a goal-based financial plan and contribute regularly to retirement savings. If you want to boost your savings for today and tomorrow, we can help. #AmericaSavesWeek
Since 1929, there have been 14 bear markets that lasted, on average, for 20 months (source: S&P 500 index). Let’s talk about how to prepare for the next one—whenever it happens.
Let's continue to build our cultural richness.
The STAGE Fund believes aspiring theatre professionals should be paid for their work, a mission near and dear to #BrunetGarcía. The agency developed the name, identity, website, and collateral for the STAGE Fund, which stands for Sustaining Theatre Artists to Grow Excellence.
Help the #STAGEFund keep top talent in Northeast Florida: STAGEFfund.org
The thought of an estate planning discussion with family members may feel uncomfortable. But those who’ve done it overwhelmingly report the experience was positive, according to Ameriprise research. We can help you with the conversation.
January 28 marked the start of the first filing season under the new tax law. Learn how the new code could affect your income tax bracket.
cnbc.com When it comes to the new tax law, what you don't know could hurt you. Half of the participants in a recent survey from NerdWallet didn't understand how the new code affects their income tax bracket. Here's what you need to know.
Recent volatility has left investors uneasy about the prospects of a bear market. But this expert says volatility is healthy for the market.
money.usnews.com Healthy markets are always volatile.
[01/09/19] Choosing when to take Social Security is one of the most important decisions to make as you near retirement. Let’s talk about how it fits into your retirement strategy.
The economy remains in a growth mode, and the long bullish trend for the stock market still appears intact. But for how long?
usatoday.com The investment story lines for 2019 will be dominated by indicators pointing to a possible recession and the end of the long bull market in stocks.
There are two challenges ahead in 2019, according to Ameriprise Senior Economist Russell Price.
ameripriseadvisors.com Learn how, despite potential 2019 economic risks, such as rising interest rates and trade tensions with China, the U.S. could see another year of expansion .
The world’s centenarian population is expected to grow eightfold by 2050. Learn the secrets to longevity and what the impact could be on your retirement savings.
time.com Welcome to the future of retirement.
Most respondents in our Ages, Stages & Money study have had financial setbacks — and most have recovered. At any age or life stage, working with an advisor can help you feel more confident in your financial journey.
In those times, it can be hard to make good decisions when you may be in an emotional state.
The Fed is expected to raise the overnight rate in December and has planned three more rate hikes in 2019. But markets are telling the Fed to slow down. Our Chief Market Strategist David Joy explains.
newsroom.ameriprise.com The Fed and markets are trying to reconcile strong domestic economic conditions with rising risks.
Finances are just one part of retirement. Investing in your physical and emotional health can help you feel better and live the life you’d like.
Helping children learn about financial responsibility is a common challenge for many parents. One strategy experts recommend is discussing the difference between wants and needs.
money.usnews.com Use financial gifts to teach valuable money lessons.
It’s never too early or too late to start saving for medical expenses that Medicare won’t pay for.
ameriprise.com Learn about potential solutions for health care expenses that aren’t covered.
[11/08/18] Now is a good time to consider charitable donations as part of your 2018 tax plan. Let’s schedule time to talk.
It’s National Retirement Security Week. No matter how far off it may seem, it’s never too early to start saving for your retirement.
Picking the right level of health coverage can be one of your most complex open enrollment decisions. Use these tips to help you decide and contact me if you’d like to review together.
ameriprise.com Here are some considerations for evaluating your health care insurance needs for next year.
What have we learned from the 2008 financial crisis? Ten years later, the Great Recession’s legacy offers insight for the nation and world.
ameripriseadvisors.com The U.S. is in its 10th year of economic expansion following the 2008 economic crisis. Find out what we have learned from the effects of the 2008 financial crisis.
[10/15/18] Are you prepared for both the expected and unexpected? We partner with you throughout all the stages of your life to help achieve the goals that matter to you. We
[10/12/18] We are a multigenerational practice. That means we work with children of clients who are learning the basics of budgeting and saving up to be people living brilliantly in retirement. We can help your kids get off to a good start on their financial journey.
[09/24/18] Retirement is a new chapter in life. For many, it’s an opportunity to fulfill a lifelong dream or pursue a passion. What will your retirement chapter be about?
Health care costs are skyrocketing these days. From managing daily healthy habits to optimizing your HSA, here are some tips to help you manage yours.
ameriprise.com Employing these 6 tips may help you reduce your health care expenses.
Four out of five workers have not calculated how much they will need for health costs in retirement. Learn about the misconceptions and then let’s talk about strategies that could help ensure you’ve saved enough.
money.usnews.com Identify the triggers that could impact what you'll pay for medical treatment in retirement.
We celebrate Women’s Equality Day this month. It’s a good time to reflect upon all the amazing women – throughout history and today – who have fought tirelessly for equal rights.
Goal setting is not just for the financially savvy. Whether you are saving and investing for the short-term, or for major milestones in the years ahead, I can offer you financial advice that can help you meet your goals.
Are you withholding enough taxes from your paycheck?
cnbc.com About 2 in 10 taxpayers will be writing a check to Uncle Sam next spring. Here's how to make sure you don't wind up with a huge tax bill in 2019.
[07/23/18] Teens learn many money management skills from their parents. How are you helping your teens learn to manage their finances? We had a very detailed conversation with our son to show him how much it costs "to be him and live his lifestyle". It was quite an eye opener for him. We also discussed the markets and financial topics on a periodic basis. You should try it.
Where in the world would you most like to retire? Wyoming, Italy, North Carolina?
What do you plan to do in retirement? For some, volunteering has its perks.
time.com Beyond the satisfaction of giving back.
Extra income for retirees can help offset lifestyle expenses. Some of my clients earn extra income by renting out their vacation home, consulting part time, working at a local café. I love the hospitality business and can see doing that in retirement. How would you earn extra income in retirement?
Planning your finances together can help you start your marriage off on a positive note.
ameriprise.com Marriage is a major life milestone. Careful planning and communication about finances can help you start life together on the right foot.
The Federal Reserve has raised its benchmark short-term interest rate a quarter point. Here’s a look at the impact it could have.
cnbc.com If you are worried about what the increase in the federal funds rate means to your credit card bill, mortgage and other loans, here's what to expect.
The Federal Reserve will release minutes from its meeting in early May. Learn how that could impact the markets.
cnbc.com The Federal Reserve will release minutes Wednesday of its meeting in early May that did not see an interest rate increase but apparently did feature some important in-depth discussion about the future of monetary policy.
Despite good news in consumer spending, stocks still struggle to regain their footing, says our chief market economist, David Joy.
newsroom.ameriprise.com 05/22/2018 David Joy Stocks struggled last week, unable to overcome a further rise in bond yields that was triggered, in part, by some otherwise good news from the consumer sector. The S&P 500 index fell 0.5 percent, as stocks failed to build on the strong gain from the week prior. The yield on the....
When is the best time to start drawing your Social Security benefits? I can help you weigh all the factors so you can arrive at a decision.
ameriprise.com Your income needs, life expectancy and retirement income plans are just a few considerations in deciding when to take benefits.
Downsizing your home can be a difficult but liberating decision. Here are some things to consider.
ameriprise.com If you’re nearing retirement, downsizing your home may be on the horizon. Review these tips to determine what retirement housing option is best for you.
[03/26/18] It’s important to discuss education or career goals, savings goals, retirement plans, etc. with your grown children. I can help you talk to your kids about their goals and finances. Let’s set up time.
ameripriseadvisors.com Having a plan in place when volatility strikes. Learn about the importance of portfolio rebalancing and long-term investing.
Where are markets heading now? Ameriprise experts discuss what may happen in the markets after the recent correction.
Our economic experts discuss the factors that rattled investors and where markets might go now that excess enthusiasm has been dampened.
A weakening dollar and strong equities market are just two factors behind a global surge since tax reform was passed.
newsroom.ameriprise.com 01/29/2018 David Joy Stocks continued their surge higher last week. The S&P 500 rose another 2.2 percent, making it four straight weeks of gains and a 7.5 percent return to start the year. Giving a big boost to multinationals was the ongoing weakness in the dollar. The DXY index fell 1.7 percent las...
It’s a good idea to review your 401(k) periodically, including your contributions and asset allocation, to make sure that you’re getting all you can out of it. Let’s discuss how your 401(k) is working with your overall financial strategy.
ameriprise.com Read these 5 tips for maximizing your 401(k)
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Christopher Snoap is a Northwestern Mutual Financial Representative who helps individuals and business owners achieve financial security.
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