General Info

The advisor listed is an Ameriprise financial advisor in Columbus. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. My approach for financial planning with clients is based on three distinct steps: Step 1 - Gather your information. Understand your goals and dreams, risk tolerance and time horizon, how your current assets are positioned, income taxes and possible estate tax issues. Step 2 - Make recommendations. Custom tailored strategies for your needs and wants. The focus is on the solutions, not as much on the product types. Step 3 - Follow up. Teach you how to read and understand your statements. Establish your on-line account access. Have face-to-face review meetings as warranted by the size of the relationship. e.g.: quarterly, semi-annual, or annual.