at 5954 Renaissance Pl Ste A, Toledo, 43623 United States
Financial Advisor at Ameriprise Financial
My Approach -What are your dreams and goals for retirement? I can help you achieve them with our exclusive Confident Retirement® approach. 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. Areas of Focus Estate Planning Strategies Saving for Education Retirement Planning Strategies Small Business 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 Ameriprise Platinum Financial Services® Advisors Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs. Ameriprise Financial Services, Inc. is a broker-dealer and member of FINRA. Comments and "likes" should not be considered representative of client experiences, or indicative of future performance or success. While I appreciate the support of my clients, I cannot accept Recommendations or Endorsements due to Investment Advisers Act of 1940 rules which prohibit me from publishing a testimonial of any kind concerning the investment advice, analysis, reporting or other services I provide. For your privacy, please don’t post account or service-related information on this page. Instead, contact me directly. Please visit www.ameriprise.com/social for more important disclosures and information.
68 FB users likes Gregg Becker, CFP, ChFC, CLU Financial Advisor, set it to 8 position in Likes Rating for Toledo, Ohio in Bank/financial services category
Helping grown children with their finances can put your own retirement goals at risk – but it’s never easy to say no. How are you coaching your adult children to be financially independent?
Those collecting Social Security benefits in 2015 are in store for a small raise of about $20. What would you do with an extra $20 each month?
Ameriprise Financial turns 120 this year – and I'm proud to say I've been a part of the last 28 years. A big thank you to all of my clients for your ongoing support!
-Whenever you see a man or woman who serves, or has served, this great country please stop and thank them. December 7 is Pearl Harbor Remembrance Day. Let’s take a moment to honor those who died 73 years ago during the attack on Pearl Harbor.
The holidays are coming soon, can you believe next Thursday will be Thanksgiving? 34 days until Christmas. Take the time to try to enjoy this time of year and not get all caught up in the stress and hustle and bustle that can drain your holiday spirit.
Your financial goals are unique, and I can help you achieve them.
I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.
The personalized financial advice I offer can help you prepare for the expected and unexpected things in life.
As a result, you can feel more confident and secure about your financial future.
With the right financial advice, life can be brilliant.
Years of Experience ?
4.9 out of 5 rating based on 10 reviews
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Album"Maximizing Social Security" 9-4-14
AlbumAmeriprise Open House
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Learn how to ensure your assets are distributed as you intend while avoiding probate court.
This option may allow you to select from a wider range of investment options that could help reduce risk
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