Ivan A. Schleder, CFP, Chfc, AWMA

09/03/2026

When it comes to retirement planning, time can be one of your most powerful assets. Solutions that help your money grow more efficiently over time may provide an added advantage as you work toward future goals. The right solutions can help you stay on track, so message me to start the conversation.

09/03/2026

Retirement isn’t one‑size‑fits‑all.

Some people want travel and activity. Others want simplicity and routine. Defining what “ideal” looks like helps ensure financial decisions support the life you actually want to live.

Refine your retirement dreams by asking yourself these 7 questions.

09/02/2026

I just chose my cleanup site! Registration is now open, and San Diego's biggest cleanup day needs you on Saturday, Sept 19th @ 9am. Keep San Diego beautiful!

Volunteer Portal

09/02/2026

Is there someone in your life who may benefit from additional financial guidance? I'd be happy to connect with them and offer an initial complimentary consultation. I look forward to the opportunity to help your friend or family members achieve their financial goals.

Ivan A Schleder is an Ameriprise Financial Advisor serving the San Diego, CA area. Get the personal financial advice you need to achieve your goals.

09/01/2026

Buying a home starts well before house hunting begins. 📝

Preparing credit, understanding upfront costs, and planning beyond the purchase price all play a role. This overview walks through the financial groundwork that can help avoid unexpected hurdles.

Preparation behind the scenes often leads to more confident decisions at major milestones.

These financial steps to buying a house detail essential information for the home buying process.

08/28/2026

Selling your business isn’t the end of the story. It’s the start of what’s next. I can assist you in planning your transition to help preserve value and reflect your vision.

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.

08/27/2026

Deciding to sell your house isn’t just about timing the market.

It’s also about taxes, selling costs, and what comes next. This article breaks down three financial considerations to review before making a move.

Deciding whether to sell your house is a big decision. Make sure you know the costs of selling a home, the tax implications, and how much your home is worth.

08/26/2026

Work toward your financial goals with personalized advice you can trust. Get started by signing up for a complimentary initial consultation.

Do you feel confident you're on track to reach your financial goals? Let’s discuss your financial future.

08/25/2026

Money is one of the most common stress points for couples.

Clear communication, shared goals, and agreed‑upon systems can help. This article offers practical tips for managing finances together with confidence.

Marriage is an exciting life event—and one of the most significant family and estate financial milestones.