As a financial advisor, I know you want to have peace of mind and confidence in your financial future. I believe you need clarity in understanding and wise guidance to take care of your financial responsibilities and goals. The problem is, you are not sure who to work with and that makes you feel worried and vulnerable.
Your finances shouldn’t cause you anxiety. I understand, because this all used to be Greek to me, too. Over the past 25 years, our practice has worked with and helped people just like you gain clarity, confidence and understanding of their finances.
Here’s how I do it:
· Connect - Schedule an appointment
· Collaborate - We will collectively look at your situation
· Carry-out - Together we develop a plan to help you get you where you want to go
Transparency - It is important for you to understand how we are compensated.
If you are unsure of what next steps to take, let's find a time to discuss your situation.
Schedule an appointment today, call 225.215.3200
Staying focused amidst uncertainty can help you reach your future financial goals.
October is National Financial Planning Month. This month, like every month, financial advisors are hard at work helping clients like you stay on track to achieving your financial goals.
Let's work together to finish this year in the right direction and setting you up for success in 2021 and beyond.
#Goals
#FinancialPlanning
#CFP
#FiduciaryPlanner
Consider five factors that could influence stock prices in the final quarter of 2020.
If you’re changing jobs, you may need to decide what to do with your 401(k) from your prior employer. I can help you understand your options and make an informed decision.
#Goals
#FinancialPlanning
#CFP
#FiduciaryPlanner
#Investments
#RetirementPlanning
#investing
AMERIPRISE.COM
Financial planning and investment advice during job transition
Even in the most challenging of times, we can work together to help you navigate uncertainty.
#Goals
#FinancialPlanning
#CFP
#FiduciaryPlanner
YOUTUBE.COM
Navigating uncertainty in today’s markets
How are you progressing towards achieving your goals? I can help you work towards a variety of goals and track the progress you’re making. Let’s set up a virtual 30-minute meeting to walk through a collaborative tool and discuss how to get you where you want to go.
#Goals
#FinancialPlanning
#CFP
#FiduciaryPlanner
National Retirement Security Week is a great time to begin planning for your retirement or to update your existing plans. What are you looking forward to in retirement?
In a new Ameriprise videocast, experts share insights on drivers of the economy and capital markets, including COVID-19 developments, corporate profit trends, monetary policy actions and federal policy proposal.
AMERIPRISE.COM
Videocast: Election impacts for investors
How comfortable are you with risk? Understanding your risk tolerance will help you determine how much you should be investing to reach your financial goals.
I can help you more accurately gauge your true risk tolerance with a new interactive tool developed by Ameriprise.
AMERIPRISEADVISORS.COM
Do you know your true risk tolerance?
Avoiding talking about life’s what ifs doesn’t stop things from happening. It just makes it more likely you won’t be prepared to deal with it when it does. Let’s start
talking.
#Goals
#FinancialPlanning
#CFP
#FiduciaryPlanner
A year from now, you’ll be glad you remained focused on your long-term goals today. I'm here to help you stay on track.
In a new Ameriprise videocast, experts share insights on economic drivers, the stock market, policy implications and year-end tax considerations.
AMERIPRISE.COM
Video: Insights for election and COVID-19 conditions
Reduce your expenses, focus on your total portfolio, and other tips for boosting retirement income in the era of low interest rates.
KIPLINGER.COM
Boost Your Retirement Income in 3 Steps | Kiplinger
Communication within families goes a long way helping prevent financial concerns. For your will or estate, sharing your plan – even at a high level – with your family can prevent future conflict.
CNBC.COM
What to tell your adult kids when planning your estate
Accumulating savings for retirement and distributing savings in retirement require different approaches to portfolio management.
How confident are you in your retirement withdrawal strategy?
AMERIPRISEADVISORS.COM
4 key areas for planning a retirement income
In an effort to make your experience with Ameriprise Financial even better, I am pleased to announce we have added Spencer Billings to our staff as an Associate Financial Advisor.
Spencer is a Baton Rouge native who graduated from LSU in 2015 with a Bachelor’s in Business. He has been with Ameriprise for the past 5 years and is fully licensed to assist our clients with all of their requests.
Please help me in welcoming Spencer to our practice. I look forward to formally introducing you to him at our next meeting.
From family to taxes, there are numerous factors to consider when planning where to live in retirement. What’s at the top of your location wish list?
MONEY.USNEWS.COM
The Most Tax-Friendly States to Retire
While kids can learn many beneficial financial lessons from their parents, they can also absorb negative ones. Consider these common family money mistakes and how to avoid them.
HUFFPOST.COM
12 Money Mistakes You're Teaching Your Kids
Required minimum distributions from retirement accounts were waived for 2020 but resume in 2021. Let’s connect on the best RMD strategy for your situation.
MONEY.USNEWS.COM
Start Planning for Your 2021 RMDs Now
Where are we headed in 2021?
In addition to continued pandemic and vaccine developments, several factors will influence the trajectory of stock and bond prices in 2021. Ameriprise Chief Market Strategist David Joy sums up the environment and elements for investors to consider.
AMERIPRISEADVISORS.COM
Capital markets outlook
