Personalized advice to help you achieve your goals I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement approach. I take the time to understand whats truly important to you. Together, we 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. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and always in control of your financial life. Areas of focus: - Retirement Income Strategies - Executive Compensation and Benefit Strategies - Women's Financial Strategies - Tax Planning Strategies - Domestic Partner Planning - Estate Planning Strategies - Social Security Retirement Benefits CA Insurance #0D50403 Ameriprise Financial Services, Inc. is a broker-dealer and member of FINRA. Comments and "likes" should not be considered representative of client experiences, or indicative of future performance or success. While I appreciate the support of my clients, I cannot accept Recommendations or Endorsements due to Investment Advisers Act of 1940 rules which prohibit me from publishing a testimonial of any kind concerning the investment advice, analysis, reporting or other services I provide. For your privacy, please dont post account or service-related information on this page. Instead, contact me directly. Please visit www.ameriprise.com/social for more important disclosures and information. 