Meeting with me, as an Ameriprise financial advisor, is an important step. It's an opportunity to get to know me as a person/advisor and share your goals and dreams with. You're under no obligation, you're initial meeting with me 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 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.
John Tappan founded Ameriprise Financial in 1894 with a singular vision, to help ordinary Americans achieve their financial dreams and feel confident about their futures. Throughout our long history, we have remained steadfast to this vision of putting our clients’ needs first, always.
The strength of this commitment is matched only by our strength as a company. Through downturns, recessions, booms, the Great Depression and the recent Great Recession, we have honored every financial obligation to our clients and have never taken a bailout.
Over the years, we’ve helped millions of people invest billions of dollars for what’s important to them. Today, we are America’s largest financial planning company1 and a leading global financial institution, with more than $650 billion in assets under management and administration.
Every day – true to Tappan’s vision -- our 10,000 financial advisors work with our clients one-to-one, to help put their dreams and goals more within reach.
Areas of Focus:
• Retirement Planning Strategies
• Retirement Income Strategies
• Estate Planning Strategies
• Wealth Preservation Strategies
• Education Planning
BBA, Bachelors of Business Adminsitration - Major Finance
Eastern Michigan University, Ypsilanti MI 48197
ChFC® - Chartered Financial Consultant
CLU® - Chartered Life Underwriter
Honors and Awards:
FIVE STAR Wealth Manager - 2014 - 2016
Golfing, landscaping, traveling, attending sporting events, outdoor BBQs, and fitness/exercise. As of 1/7/2012, my wife and I had our first child and especially enjoy spending time with him.
I am licensed and registered to conduct business in MI.
Based on licenses and registrations I hold, I can also do business in OH, SC, AZ, and FL
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.