Chad Martindale, CFP®, BFM, APMA, Private Wealth Advisor
Thomas Hoover, CFP®, CRPC, APMA, MBA, Financial Advisor
Melanie Finkle, CFP®, APMA Financial Advisor
Jake Easterly, CFP®, CRPC®, APMA, Financial Advisor
Travis Van D**e, CFP®, APMA, Financial Advisor
Areas of Focus:
Retirement Planning Strategies
Tax Planning Strategies
Wealth Preservation Strategies
Investments
Social Security Retirement
Benefits
Business Retirement Plans
Estate Planning Strategies
Retirement Plan Distribution
Cash Flow Management Strategies
Saving for Education
Women's Financial Strategies
Retirement Income Strategies
Our Approach:
What are your dreams and goals for retirement? It all starts with a personalized conversation, where we'll discuss retirement needs - covering essentials, ensuring lifestyle, preparing for the unexpected, and leaving a legacy. By breaking retirement down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check. Your responses can help jumpstart our conversation. Working Together:
Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal. Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together. What to expect:
Professional help in clarifying your financial goals and priorities
If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives
Accurate information about our tailored solutions, including risks, benefits and costs
What to bring:
A list of any questions you have regarding your current financial situation
Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention
A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals
CA insurance
