Additional business details
As an experienced advisor with Ameriprise Financial, I focus on working with clients that require more complex financial planning. Over my years of experience, I have come to understand that there are four things I believe clients need and want from an advisor. They want an advisor that will know me, guide me, protect me and value me. To address those needs, at Penica, Place and Associates, our approach to financial planning starts with your goals and values, not just the numbers. I will work with you to thoroughly understand what you want and expect from life and review your current financial situation in order to create a financial plan that suits your specific needs, both in the short and long-term. I understand that a financial planning relationship is not just about the numbers, it is about understanding your hopes and dreams for the future and how professional guidance 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 accounts for protecting your hard work. Comments are not verified, may not be accurate and are not representative of the experiences of the advisor's clients.
Investments, Executive Compensation and Benefit Strategies, Retirement Income Strategies