Katie Warnken, CFP at 295 Bendix Road, Suite 150, 23452 Virginia Beach, Virginia

Description

My Approach: Ameriprise financial advisors work with busy, hard-working professionals like you who value sound financial planning. We work closely with you to manage multiple goals and handle complex financial situations and recommend ways to protect what is most important to you. The Seasons of Advice®approach is designed to help make managing your financial life easier and more rewarding, while fully re-evaluating your plan each year. Seasons of Advice®focuses on the following four seasons: Goal Tracking Season – We examine your progress, re-evaluate assumptions and possibly re-set goals and priorities for the year. Asset Allocation Season – Incorporating the criteria established in the goal tracking we examine risk tolerance, investment time frame and create an investment strategy for the next twelve months. Mid-Year Reviews - Family, Security and Cash Flow Season – Cash flow is revisited and there is a complete review of estate planning strategies, beneficiary designations and employee benefits, including the annual insurance reviews. Tax Planning Season – We evaluate your investments and provide tax-wise recommendations, plus we can coordinate with your accountant to help you make informed decisions about your investments during the next tax season. Areas of Focus: Retirement Planning Strategies Tax Planning Strategies Investments Insurance Women's Financial Strategies Education Planning Family Finances Estate Planning Strategies Working Together: Meeting with an Ameriprise financial advisor is an opportunity to examine 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 strategies. While you won't receive a comprehensive review or financial planning services, you should expect to get a good sense of what it might be like to work together. We’ll use the ongoing Seasons of Advice®model that features four pre-scheduled Seasonal Planning®meetings that help keep you on track. What to bring: Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention. A list of dreams and financial goals you would like to achieve and time frame. If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives. Qualifications: CFP® CERTIFIED FINANCIAL PLANNER™ practitioner Community Participation: Town Center Kiwanis Club - President Bayshore Circle - International Order of The King's Daughters and Sons - Vice President Special Olympics - Volunteer Taste of Town Center 5K Run/Walk - Race Director Future Leadership Partners - Hampton Roads Community Foundation 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.

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Virginia Beach

Katie Warnken, CFP

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Bank/Financial Service category, Virginia Beach