Business Description

As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater peace of mind. My Areas of Focus are: - Small Business Planning - Retirement Planning Strategies - Investment Advice & Management - Estate & Insurance Planning Strategies

Services Offered

	To request additional information please visit our To submit a request please click on the services offered below.
	401K Plan Rollover 401k Plan Services Annuities Disability Insurance Education Plans Financial Advisors Financial Planners Group Health Insurance Health Insurance Agents Life Insurance Agents Long-Term Care

Frequently Asked Questions

General Questions
Q.	Do you have a customer satisfaction or refund policy?

Financial Planners
Q.	What services do you offer?

Q.	How many clients do you currently manage?

Q.	How are you compensated? How will I pay for your services?

Q.	If you are going to manage my account, will you obtain my permission every time you buy or sell something?

Q.	Have you ever been charged with any breaches?

Life Insurance Agents
Q.	How long does it take to complete the application and approval process?

Financial Advisors
Q.	What is your experience? How many clients do you currently manage?

Q.	How do you charge for your services?

Q.	Do you provide a free initial consultation?

Education Plans
Q.	How many years of experience do you have?

Q.	Do you provide a free initial consultation?

401K Plan Rollover
Q.	How many years of experience do you have?

Q.	What are your fees for this service?

Q.	Do you provide a free initial consultation?

Q.	Do you have a customer satisfaction or refund policy?
Yes

Q.	What services do you offer?
Areas of Focus Investment Advice Income Tax Planning Strategies Retirement Planning Strategies Small Business Domestic Partner Planning Protection and Insurance Estate Planning Strategies Saving for Education Asset Allocation General Financial Planning

Q.	How many clients do you currently manage?
135

Q.	How are you compensated? How will I pay for your services?
I am fee based financial planner

Q.	If you are going to manage my account, will you obtain my permission every time you buy or sell something?
Yes

Q.	Have you ever been charged with any breaches?
No

Q.	How long does it take to complete the application and approval process?
4- 6 weeks

Q.	What is your experience? How many clients do you currently manage?
10 Years Experience. I manage 135 clients.

Q.	How do you charge for your services?
I charge a consulting fee and a % of Assets under Management.

Q.	Do you provide a free initial consultation?
Yes

Q.	How many years of experience do you have?
10

Q.	Do you provide a free initial consultation?
Yes

Q.	How many years of experience do you have?
10

Q.	What are your fees for this service?
.75-2% of Assets under Management

Q.	Do you provide a free initial consultation?
Yes