13 Years of Experience My Approach I simplify clients finances through ongoing financial planning and asset management strategies. Financial priorities differ from person to person. They can also differ from year to year. At Ameriprise Financial, we think it's important to have a financial plan that's tailored to your needs and has the flexibility to evolve with you. Whether it is investment strategies, retirement income, funding for your child's education, or estate & tax planning strategies, we'll work with you on your terms. Areas of Focus: Retirement Planning Investments Family Finances Small Business Education Savings Retirement Income Strategies Insurance CA Insurance #0F39240 