Kathleen S Butler, CLTC

Kathleen S Butler, CLTC Financial Advisor at Ameriprise Financial Services, LLC

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Wishing you and your loved ones happiness, peace and joy this holiday season.
12/19/2025

Wishing you and your loved ones happiness, peace and joy this holiday season.

Are you aware of concentration risks in your portfolio? With equity market concentration near all-time highs, get in tou...
12/17/2025

Are you aware of concentration risks in your portfolio? With equity market concentration near all-time highs, get in touch to evaluate your diversification strategy.

Should you take your Social Security at 62? Wait until you’re 70? Your retirement income deserves a strategy. Reach out ...
12/15/2025

Should you take your Social Security at 62? Wait until you’re 70? Your retirement income deserves a strategy. Reach out to discuss your options.

12/12/2025

Wishing you and your loved ones a healthy, happy holiday season.

Whether you’re currently a caregiver or want to be prepared for the possibility, we can work together to navigate the fi...
12/10/2025

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

We're proud to share Ameriprise Financial was recognized on Newsweek's 2026 America's Best Customer Service list! Provid...
12/08/2025

We're proud to share Ameriprise Financial was recognized on Newsweek's 2026 America's Best Customer Service list!

Providing exceptional service is at the heart of what we do. This recognition shows Ameriprise’s commitment to putting clients first.

Learn more about Ameriprise Financial Services, LLC performance in the investment industry: https://bit.ly/3df9a5L

Today we honor and remember the lives lost at Pearl Harbor. A day to reflect on courage, sacrifice, and the enduring str...
12/06/2025

Today we honor and remember the lives lost at Pearl Harbor. A day to reflect on courage, sacrifice, and the enduring strength of those who served.

Is your portfolio ready for what’s next? Beyond stocks and bonds, thoughtfully selected alternative investments can help...
12/05/2025

Is your portfolio ready for what’s next? Beyond stocks and bonds, thoughtfully selected alternative investments can help protect what you’ve worked so hard to build while potentially enhancing returns. Reach out to discuss.

A lot of people think of nursing home care when they think about long-term care. But the truth is, long-term care can co...
12/03/2025

A lot of people think of nursing home care when they think about long-term care. But the truth is, long-term care can cover almost any service that helps you maintain your quality of life. Let’s talk about the financial options to help you cover the costs of long-term care.

Today isn’t only about giving — it’s about creating impact that lasts. Just like a strong financial plan builds a secure...
12/01/2025

Today isn’t only about giving — it’s about creating impact that lasts. Just like a strong financial plan builds a secure future, your generosity can build brighter tomorrows for those in need.

This , consider the benefits of a strategic giving plan:

• Aligns with your long-term financial strategy
• Helps maximize tax deductions and charitable impact
• Allows for thoughtful, year-round support of nonprofits

Let’s talk about how giving fits into your overall financial picture.

Small Business Saturday is here! Today we celebrate the local businesses that bring heart, creativity, and community to ...
11/28/2025

Small Business Saturday is here!

Today we celebrate the local businesses that bring heart, creativity, and community to everything they do.

As a financial advisor, I understand how much passion and perseverance it takes to run a small business. These entrepreneurs are not just building brands — they’re building legacies, creating jobs, and fueling our local economies.

Whether it’s your favorite coffee shop, boutique, or family-run service provider, your support makes a real impact.

Here’s how you can show love today:

-Shop local and share your finds
-Leave a positive review
-Refer a friend or neighbor
-Tag your favorite small business in the comments!

Let’s uplift the dreamers, doers, and difference-makers in our neighborhoods.

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.
11/27/2025

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.

Get more expert insights by reading the latest Weekly Market Perspectives.

Address

164 Pondella Road
North Fort Myers, FL
33903

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 12pm

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