Joseph Shankwitz CRPC, APMA, Financial Advisor, Franchise Owner

Joseph Shankwitz CRPC, APMA, Financial Advisor, Franchise Owner Financial Advisor, Franchise Owner, Ameriprise Financial Services, LLC.

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Needing long-term care isn’t rare, it’s likely. Life can change in ways we don’t always anticipate, and having a plan ca...
06/09/2026

Needing long-term care isn’t rare, it’s likely. Life can change in ways we don’t always anticipate, and having a plan can bring clarity and confidence when it matters most. Planning ahead can help protect your finances and give you more control over how care happens. Message me if you’d like to start the conversation.

Planning independently often requires looking further ahead.Ameriprise Financial research shows that advisors help solo ...
06/04/2026

Planning independently often requires looking further ahead.

Ameriprise Financial research shows that advisors help solo adults translate long-term goals into concrete plans — from timing and income planning to defining long‑term financial goals.

Happy Pride Month! Celebrating individuality, respect, and the many stories that bring our communities together.
06/02/2026

Happy Pride Month! Celebrating individuality, respect, and the many stories that bring our communities together.

Uncertainty is inevitable, but your financial approach doesn’t have to feel uncertain. Retirement strategies that emphas...
06/02/2026

Uncertainty is inevitable, but your financial approach doesn’t have to feel uncertain. Retirement strategies that emphasize both opportunity and resilience can help create a greater sense of stability over time. Planning ahead can make all the difference. Send me a message to explore your options.

Financial independence is sometimes misunderstood as isolating or risky.Ameriprise Financial research shows many financi...
05/29/2026

Financial independence is sometimes misunderstood as isolating or risky.

Ameriprise Financial research shows many financially solo adults feel confident in their financial situation and take pride in managing money on their own.

A closer look at the data offers a more accurate picture of today’s solo adults.

Managing finances independently doesn’t mean every decision is made alone.Ameriprise Financial research highlights how m...
05/28/2026

Managing finances independently doesn’t mean every decision is made alone.

Ameriprise Financial research highlights how many financially solo adults seek guidance when navigating major or unfamiliar decisions — especially as they look to the future.

For many financially solo adults, independence isn’t a temporary phase.New research from Ameriprise Financial shows long...
05/27/2026

For many financially solo adults, independence isn’t a temporary phase.

New research from Ameriprise Financial shows long‑term financial autonomy shapes how people set priorities, plan ahead, and define their goals — regardless of future relationship changes.

Planning for retirement means preparing for both the expected and the unexpected. Approaches that support long‑term grow...
05/26/2026

Planning for retirement means preparing for both the expected and the unexpected. Approaches that support long‑term growth while helping manage uncertainty can make it easier to stay focused on your goals. A solid strategy today can help create more confidence for tomorrow. Message me if you’d like to start the conversation.

Did you know there are five ways to maximize your Social Security benefits? Let’s discuss how you may get the most out o...
05/21/2026

Did you know there are five ways to maximize your Social Security benefits? Let’s discuss how you may get the most out of your retirement.

05/20/2026

Smart investing includes smart allocation. Learn what asset allocation is - and how it can influence results in this video from Ameriprise Financial.

Address

2189 Cleveland Street Ste 205
Clearwater, FL
33765

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+17272514372

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