Bob Fix, CRPC, APMA - Ameriprise Financial Advisor

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Bob Fix, CRPC, APMA - Ameriprise Financial Advisor

Financial Advisor, Fulcrum Wealth Management Group, A private wealth advisory practice of Ameriprise

Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

07/19/2026

What financial goals do you want to achieve? Write down your short-, medium- and long-term financial goals.

Tip: The more specific and measurable your financial goals are, the more likely you are to achieve them. https://bit.ly/4ja5cNP

07/15/2026

If you want to feel more in control of your finances, start by tracking them. Regularly reviewing statements and other financial records can give you clarity and direction. https://bit.ly/4ja5cNP

07/12/2026

Simply put, your net worth is everything you own minus everything you owe. Knowing your net worth provides a good starting point for measuring progress toward your goals. https://bit.ly/4ja5cNP

07/07/2026

Do you know how much you earn each month? And how much you owe? This comparison is called your debt-to-income ratio and can help you understand how to improve your financial health. https://bit.ly/4ja5cNP

07/04/2026

No matter what stage of life you are in, creating an expense management strategy can help you balance your priorities, including:

1. Covering current needs
2. Managing your debts
3. Building a cash reserve for emergencies
4. Saving for your goals

https://bit.ly/4ja5cNP

07/03/2026

Whether you’re currently a caregiver or want to be prepared for the possibility, we can work together to navigate the financial implications.

07/01/2026

Investing your money can help you keep up with inflation. The sooner you start investing, the more time your money has to grow. https://bit.ly/4ja5cNP

12/06/2024

An estate plan allows you to leave all or a portion of your wealth to a charity of your choice – and make a difference beyond your lifetime. https://bit.ly/3wxrbaD

12/02/2024

If you plan to pass on your wealth to loved ones upon your death, the estate planning process can help you reduce the impact of taxes on your assets. https://bit.ly/3wxrbaD

Address

1009 N Center Pkwy Ste 220
Kennewick, WA
99336

Telephone

+15099871744

Website

https://www.ameripriseadvisors.com/robert.fix

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