An Ameriprise Platinum Financial Services® Advisor
Personalized financial and investment strategies
Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your
risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Areas of Focus:
•Retirement Planning Strategies
•Wealth Preservation Strategies
•Domestic Partner Planning
•Retirement Income Strategies
•Retirement Plan Distribution
•Investments
•Cash Flow Management Strategies
•Saving for Education
•Education Planning
Licensing Information:
Diego Velasquez may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.. 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
Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.
