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My first step is to gain an understanding of your needs, concerns, goals and dreams regarding your entire financial situation.The conversation concludes with a simple explanation of how I work with clients, fee transparency, and next steps. I believe the financial decisions you make as a business owner can affect the bottom line for your business and your personal goals. That's why you need an advisor who can help you identify what makes sense for both aspects of your life. Together, we'll create an integrated financial plan with strategies tailored to your unique goals. I can help you connect your personal and business needs in a way that makes sense. To gain a comprehensive view of your situation, I'll look at all aspects of your personal and business finances, including your: Cash flow Investment needs Retirement goals Business insurance and protection Estate property and hard-earned assets Taxes Exit strategy Executive compensation package Employee benefits & Business Valuation Building more financial confidence If you're five or more years away from retirement, I believe achieving financial confidence typically means finding the right balance between today's needs and desires and tomorrow's goal's. Ameriprise Financial Confident Retirement approach can help you balance both current and future financial goals. It is a holistic approach that simplifies a comprehensive financial planning process into actionable steps. Comments are not verified, may not be accurate and are not representative of the experiences of the advisor's clients.
Retirement Income Strategies, Wealth Preservation Strategies, Tax Planning Strategies