Janet Cobb, MBA Financial Advisor Ameriprise Financial Services, LLC My Approach I am passionate about working with my clients and want them to experience financial confidence now and in retirement. I will look at your entire financial picture — cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers. Areas of Focus Women's Fin
ancial Strategies Retirement Planning Strategies Retirement Income Strategies Saving for Education Family Finances Tax Planning Strategies Qualifications Series 7 General Securities License Series 66 Investment Advisor Agent Life, Health and Variable Contracts Licensed Education University Of Maine, Orono, Maine, B.S. University of Southern Maine, MBA Interests I love traveling anywhere. My favorite vacation locations are northern California, England, and Ireland; but my favorite destinations are where my children live: Greenville, S. 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
