a private wealth advisory practice of Ameriprise Financial Services, Inc.
At Schoeppler and Associates, we subscribe to ateam approach of financial planning. Each member of our team is well versed in all aspects of financial advising, but we believe someone who attempts to specialize in everything, in reality, specializes in nothing. With this in mind, we differentiate our practice. Each member brings an area of knowledge to the planning process which allows us to strengthen client relationships while delivering an outstanding experience. Our team includes a retirement specialist, insurance specialist, investment specialist, financial planning specialist and client service specialist; all working under the guidance of an Ameriprise Private Wealth Advisor. For more information on our unique approach, please visit our individual advisor pages or feel free to contact us directly. We look forward to working with you in order to help you build your confident retirement. Areas of Focus: •Retirement Planning Strategies •Estate Planning Strategies •Retirement Plan Distribution •Employee Stock Options •Domestic Partner Planning •Wealth Preservation Strategies •Retirement Income Strategies •Investments •Executive Compensation and Benefit Strategies Licensing Information: Detlef Schoeppler, CRPC Series 7, Series 63, Series 65 AR Insurance #332422 CA Insurance #0B92399 Brandon Schoeppler, AAMS, AWMA, ADPA Series 7, Series 66 Mitchell Meurlott Series 7, Series 66 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 Private Wealth Advisors: Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience. Social Media Disclosure: 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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