John A. Trusela, MBA, CFP, ChFC

John A. Trusela, MBA, CFP, ChFC Financial Advisor, Ameriprise Financial Services, LLC

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05/20/2026

A solid financial plan helps — but regular check-ins keep you on track. Want to get started? Contact me to learn how we can put these tips into practice.

Tax season tip 💡​If you had significant medical or dental expenses last year, some out‑of‑pocket costs may be deductible...
05/20/2026

Tax season tip 💡​

If you had significant medical or dental expenses last year, some out‑of‑pocket costs may be deductible — and could help lower your overall tax bill.​

While filing:​
✅ Gather receipts for qualifying medical visits, procedures, or treatments​
✅ Review whether expenses exceed the applicable threshold for deduction

When it comes to long-term goals, flexibility matters. Building a plan that allows for growth while being mindful of dow...
05/19/2026

When it comes to long-term goals, flexibility matters. Building a plan that allows for growth while being mindful of downside risk can help you navigate market changes with less stress. The right strategy isn’t about timing the market, it’s about planning for it. Message me to learn more.

Tax season reminder 📅​You may still be able to make certain retirement contributions for last year before Tax Day — pote...
05/13/2026

Tax season reminder 📅​

You may still be able to make certain retirement contributions for last year before Tax Day — potentially lowering your taxable income and supporting long‑term goals.

05/13/2026

Midterm elections don’t just shape the political landscape; they impact financial markets too. Find how stocks typically behave during a midterm election year and learn portfolio positioning strategies to navigate the 2026 election cycle.

Market ups and downs are part of investing, but they don’t have to derail long-term plans. Having a strategy that balanc...
05/12/2026

Market ups and downs are part of investing, but they don’t have to derail long-term plans. Having a strategy that balances growth potential with risk awareness can help bring more confidence to retirement planning. A thoughtful approach can make it easier to stay on track through changing market conditions. Message me if you’d like to start the conversation.

Today we celebrate the mothers, grandmothers, and maternal figures who give so much of themselves to help others grow an...
05/10/2026

Today we celebrate the mothers, grandmothers, and maternal figures who give so much of themselves to help others grow and thrive. Wishing a heartfelt Happy Mother’s Day to all who nurture, guide, and inspire — today and every day. 💐

Tax season reminder 📋​Your charitable donations — from cash to clothing — may be deductible and could help lower your ta...
05/06/2026

Tax season reminder 📋​

Your charitable donations — from cash to clothing — may be deductible and could help lower your taxable income.

Proud to be part of a firm that’s recognized for innovation — and even more proud of what that innovation stands for.💡​A...
04/30/2026

Proud to be part of a firm that’s recognized for innovation — and even more proud of what that innovation stands for.💡​

Ameriprise Financial was named one of Fortune’s America’s Most Innovative Companies of 2026, reflecting our focus on empowering advisors, strengthening client relationships, and continually improving how we serve people and families.​

Innovation here supports what matters most: helping clients feel confident and cared for at every stage of their financial journey.​

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

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San Antonio, TX

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

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+12105821300

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