At Pioneer Wealth Planning Group my role is to serve as a trusted resource, teacher and guide for my clients as they pursue their passions and life goals. I endeavor to simplify the complexity of financial strategies and prepare our clients for the "certainty of uncertainty." I focus on wealth accumulation for future goals, retirement transition planning, retirement distribution planning and wealt
h transfer planning. Areas of Focus:
Intergenerational Planning
Retirement Income Strategies
Business Retirement Plans
Women's Financial Strategies
Financial Strategies for LGBTQ Couples and Families
Executive Compensation and Benefit Strategies
Ameriprise financial advisors deliver personalized financial advice to help you achieve your goals, today and tomorrow. Together, they will document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings – both the expected and the unexpected. Take the first step toward a more confident financial future by setting up an initial conversation. What to expect from the first meeting
Your first meeting is complimentary and will focus on your financial needs, goals and values. During the conversation, you’ll learn the value of personalized advice, the costs associated with working together and next steps. It’s an opportunity for you to get a sense of what it might be like to work together. To help your advisor understand your current financial status, it’s helpful to share information on accounts and income. Examples include:
Current income and expenses
Bank and investment statements
Home and real estate
401(k) and IRA accounts
Insurance policies
Additionally, consider future financial goals you would like to achieve, including both short- and long-term goals. Questions to consider before you meet
To prepare for your first meeting, think about your current financial picture and priorities. To help, consider these financial questions:
What are your most important financial goals right now? What concerns you most about your finances? Did a recent event cause you to seek advice? What are you looking for from a financial advisor? What are you not receiving currently? What you’ll receive going forward
Your first meeting is just the beginning of an ongoing relationship and process. When you work with an Ameriprise advisor, you can expect:
One-to-one financial advice based on your goals and needs
Personalized recommendations for a diversified portfolio, and solutions to protect you from uncertainty
Regular meetings to review your goals, progress and investments
Anytime access to your investments, and digital tools to help you stay on track
With right advice supported by research and online tools to track your progress, we can help you feel confident, connected and always in control of your financial life. Private Wealth Advisors
Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience. Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.
