Theresa Pflieger - Ameriprise Financial Advisor

08/27/2026

Markets change, but your long-term goals don’t have to. Solutions that balance growth opportunity with a level of protection can help you stay focused through the markets ups and downs. A plan built to adapt can make all the difference, so send me a message to discuss strategies for staying prepared.

08/26/2026

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.

Get more expert insights by reading the latest Weekly Market Perspectives.

08/25/2026

Retirement often creates new opportunities to explore the world, spend meaningful time with family, and pursue experiences that may have been deferred during your working years.

The question isn't simply where you'd like to go. It's whether your wealth is positioned to support those experiences while also addressing the other priorities competing for your attention.

This article highlights several considerations for incorporating travel into a broader retirement strategy.

At Summit Wealth Management, we help clients make informed decisions across investments, taxes, income planning, and legacy goals, so they can spend less time worrying about financial trade-offs and more time focused on what matters most.

Financially prepare for your next trip with more confidence.

08/24/2026

How much does Medicare cost? What does it actually cover? What changes are coming next year?

Get answers to these common questions during our upcoming Medicare 101 webinar.

Join guest presenter Alexis Pepple, MBA, Independent Medicare Broker and Founder of Pepple Insurance, for an educational discussion designed to help you better understand your Medicare choices.

📅 Thursday, September 10, 2026
⏰ 12:00-1:00 p.m. MT
💻 Virtual via Microsoft Teams

Bring your questions and invite a friend.

RSVP here: https://bit.ly/4irwnXb

08/22/2026

As retirement gets closer, many people look for ways to stay invested while also protecting what they’ve built. Solutions that can help buffer the impacts of market downturns may provide greater confidence as you plan for the road ahead. Let’s connect to explore options for managing risk in retirement.

08/20/2026

Too often, the business value is lower because it is too dependent on the owner. Here are ways we help owners protect business value: https://bit.ly/4qo0fpi

08/19/2026

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.

Get more expert insights by reading the latest Weekly Market Perspectives.

08/17/2026

Your home is more than a place to live. It's often one of your largest financial assets.

If downsizing is part of your retirement plan, it's worth considering how the move may affect your overall wealth strategy, including taxes, liquidity, estate planning, and future lifestyle goals.

This article highlights important factors to evaluate before taking the next step.

Find out what to consider when downsizing and how a new home in retirement may affect your financial situation.

08/16/2026

Last chance to register!

Our complimentary Generative AI webinar is tomorrow, and you can still RSVP.

Learn how AI is transforming industries, influencing investment decisions, and creating new opportunities and challenges for organizations around the world.

Save your spot: https://bit.ly/4g9pOpy

08/14/2026

Financial awareness goes beyond numbers.

For many families, it's about creating opportunities, supporting loved ones, preparing for the unexpected, and building a lasting legacy.

Taking time to understand your current financial picture can help ensure your resources align with the future you envision.

Today's a great day to reflect on the question:

What do you want your wealth to do?