An Ameriprise Platinum Financial Services® Practice
Today, it’s natural to have questions about your retirement, even if you’ve saved and planned for it. With our exclusive Confident Retirement® approach, we’ll help you find answers and take the first step toward creating a road map to the future you want. We’ll talk through the four basic principles of retirement:
(1) Covering essential expenses
(2) Ensuring your lifestyle
(3) Preparing for the unexpected
(4) Leaving a legacy
And I’ll help you make adjustments as needed so you can retire on your terms.
Areas of Focus
Wealth Preservation Strategies
Tax Planning Strategies
Estate Planning Strategies
Retirement Planning Strategies
Retirement Income Strategies
I am licensed and registered to conduct business in NC.
Based on licenses and registrations I hold, I may also conduct business in VA, SC.
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 goalsa high level of client satisfaction. They recognize that as a client’s assets grow, their finances become more complex and require greater attention and expertise. 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.
ChFC® Chartered Financial Consultant
CLU® Chartered Life Underwriter
CRPC® Chartered Retirement Planning CounselorSM
CASL® Chartered Advisor for Senior Living
AEP® Accredited Estate Planner
CAP® Chartered Advisor in Philanthropy
20 Years of Experience
B.S. Biology 1980, High Point University, High Point, NC
National Association of Insurance & Financial Advisors
North Carolina Association of Insurance & Financial Advisors
Estate Planning Council of Winston-Salem
Winston-Salem Association of Insurance & Financial Advisors
National Association of Estate Planners & Councils
Million Dollar Round Table
Winston-Salem/Forsyth County Utility Commission
Past President - Estate Planning Council of Winston-Salem
Member of River Oaks Community Church
I enjoy sports and travel
2554 Lewisville Clemmons Rd
Clemmons, NC 27012-8749
Monday 9 a.m. - 5:30 p.m.
Tuesday 9 a.m. - 5:30 p.m.
Wednesday 9 a.m. - 5:30 p.m.
Thursday 9 a.m. - 5:30 p.m.
Friday 9 a.m. - 5:30 p.m.
Please call ahead to make an appointment.
SEE IMPORTANT DISCLOSURES
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.
Financial Advisor, Ameriprise Financial Services, Inc.