Ascent Financial Partners

08/29/2026

🎉 Happy Birthday to our Financial Planning Assistant, Jim! 🎉

Thank you for all you do for our team and clients. We hope your day is filled with celebration, happiness, and everything that makes you smile. Have a wonderful birthday! 🎂🎈🥳

08/27/2026

Markets change, but your long-term goals don’t have to. Solutions that balance growth opportunity with a level of protection can help you stay focused through the markets ups and downs. A plan built to adapt can make all the difference, so send me a message to discuss strategies for staying prepared.

08/23/2026

✨ 25 Years and Counting! ✨

Please join us in congratulating Aaron on an amazing 25 years of service! Thank you for your dedication, professionalism, and the countless ways you've made a difference over the years. We are grateful to celebrate this special milestone with you.

08/21/2026

As retirement gets closer, many people look for ways to stay invested while also protecting what they’ve built. Solutions that can help buffer the impacts of market downturns may provide greater confidence as you plan for the road ahead. Let’s connect to explore options for managing risk in retirement.

08/20/2026

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

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

08/19/2026

📚✏️ Back-to-school season is here! As our advisors help clients plan for the future, many are also celebrating milestones at home as their children head back to the classroom. We’re wishing all students, teachers, and families a successful, safe, and exciting school year filled with learning, growth, and new opportunities.
What grade is your student starting this year? Share in the comments. 🍎

08/18/2026

Last week our financial advisors, Jerry, John, Aaron and Jeff, had the opportunity to attend the National “ICONIC” Conference in Denver, CO.
Ameriprise Financial this year was named one of TIME magazine’s top 250 iconic companies, making this year’s conference theme especially meaningful. We enjoyed connecting with fellow Ameriprise advisors from across the country to learn, collaborate, and celebrate success.

We are especially proud to recognize Jerry for being honored as a Diamond Ring Recipient, a testament to his dedication to serving clients and helping them achieve their financial goals.

The conference wasn’t all business. They enjoyed a memorable evening with our amazing client service coordinator Kristin, who calls Denver home, and attend a concert and dinner together.

08/14/2026

One day, you’re celebrating the start of a new job. Then you blink and you’re toasting to your retirement. Let’s review your retirement savings and make sure you’re on-track.

08/13/2026

Market growth can play an important role in reaching your long-term retirement goals, but managing risk along the way matters just as much. Solutions that combine growth potential with a level of protection can help you stay focused through changing market conditions. Message me if you’d like to discuss strategies that can help you stay invested with confidence.

08/12/2026

Is “Buy Now, Pay Later” (BNPL) hiding consumer debt? Credit card debt is at an all-time high (but historically low as a percentage of consumer income), but an evaluation of consumer exposure to the BNPL space suggests that it offers a very modest level of additional burden. Read more in this report from the Ameriprise Investment Research Group.