The Financial Destinations Group

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The Financial Destinations Group The Financial Destinations Group
A financial advisory practice of Ameriprise Financial Services, LLC

The Financial Destinations Group, A financial advisory practice of Ameriprise Financial Services, LLC

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10/15/2026

As we enter the final months of 2026, Ameriprise Financial experts discuss the key forces shaping markets and the economy, including inflation, interest rates, Treasury yields and the outlook for investors.

Changing jobs?  Together, we can evaluate your 401(k) options and determine what's best for your long-term plans
10/14/2026

Changing jobs? Together, we can evaluate your 401(k) options and determine what's best for your long-term plans

As election season approaches, here are three reminders I often share with clients:​✓ Stay focused on long-term goals​✓ ...
10/12/2026

As election season approaches, here are three reminders I often share with clients:​

✓ Stay focused on long-term goals​
✓ Be prepared for periods of volatility​
✓ Focus on fundamentals, not headlines​

​A financial strategy is designed to help navigate all types of market environments, including election years. If you’d like to review your strategy, I'm happy to help.

As the midterm elections draw closer, here’s a helpful overview of how stocks may behave this year. And if you’re concer...
10/09/2026

As the midterm elections draw closer, here’s a helpful overview of how stocks may behave this year. And if you’re concerned about the potential impact on your investment portfolio, let’s connect.

5 midterm market trends to watch — and what it means for your portfolio.

Market ups and downs can feel overwhelming. But the good news is, there are solutions that can help limit downside expos...
10/08/2026

Market ups and downs can feel overwhelming. But the good news is, there are solutions that can help limit downside exposure, while maintaining growth opportunities for your investments. Curious on how this might fit into your strategy? Let’s connect.

10/07/2026

Confidence comes from having a plan and a trusted partner by your side.

That's why I'm proud to be backed by a firm that has helped clients navigate life's financial decisions for more than 130 years.

As you invest, you want to ensure that every dollar you put away is working hard. Let’s talk about how the benefits of t...
10/06/2026

As you invest, you want to ensure that every dollar you put away is working hard. Let’s talk about how the benefits of tax deferral could keep more of your money invested and the solutions that can help.

Election headlines come and go.​Historically, long-term market performance has been shaped more by economic growth, earn...
10/05/2026

Election headlines come and go.​

Historically, long-term market performance has been shaped more by economic growth, earnings and interest-rate trends than by election outcomes alone.​

That's why a disciplined, long-term investment strategy remains so important.​

If you'd like to discuss how current events may impact your financial strategy, I'm here to help.

From saving for a first toy to managing a first paycheck, every stage of childhood presents opportunities to build finan...
10/02/2026

From saving for a first toy to managing a first paycheck, every stage of childhood presents opportunities to build financial confidence. Join me to discover practical strategies for teaching saving, spending, budgeting and financial responsibility. Whether you’re a parent, grandparent, or caregiver, you’ll gain actionable insights to help the children in your life build confidence and make smarter money decisions.
Learn more: https://bit.ly/4z2VBA8

Market ups and downs are part of investing, but they don’t have to derail long-term plans. Having a strategy that balanc...
10/01/2026

Market ups and downs are part of investing, but they don’t have to derail long-term plans. Having a strategy that balances growth potential with risk awareness can help bring more confidence to retirement planning. A thoughtful approach can make it easier to stay on track through changing market conditions. Message me if you’d like to start the conversation.

Address

3500 W. Olive Street , Suite 560
Burbank, CA
91505

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

(818)7529977

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