BlackSands Wealth Group, A private wealth advisory practice of Ameriprise Financial Services, Inc.

Informations générales

An Ameriprise Private Wealth Advisory Practice

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.

Take a few minutes now for a quick confidence check. Your responses can help jumpstart our conversation.

Areas of Focus
* Retirement Planning Strategies
* Women's Financial Strategies
* Wealth Preservation Strategies
* Insurance
* Estate Planning Strategies
* Cash Flow Management Strategies
* Retirement Plan Distribution
* Retirement Income Strategies
* Family Finances
* Domestic Partner Planning
* Charitable Giving

I am licensed and registered to conduct business in FL. Based on licenses and registrations I hold, I may also conduct business in SC, OH, WA, MO, TX, WI, GA, CA, MA, NY, NC.
CA Insurance #0K21869

Qualifications
CRPC® Chartered Retirement Planning CounselorSM
ChFC® Chartered Financial Consultant

12 Years of Experience

Education
Bachelors of Science, 1999, Psychology from the University of Florida

Awards & Recognition
Ameriprise Circle of Success, 2009, 2011, 2013, 2014, 2015, 2016

Community Participation
I'm proud to have been provided the opportunity to help educate our young adults and prepare them for the realities of life after High School through the Viera High School Academy of Business & Finance. I've also had the priviledge to serve on their Advisory Board since 2008, acting as Chair since 2009.

Additionaly, my wife and I are passionate about keeping young children physically active and have facilitated this by coaching our own boys' T-ball teams.

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

About Ameriprise
Ameriprise Financial is America’s leader in financial planning.1 More people come to Ameriprise for financial planning than any other company.2

Our advisors pursue deep and long-lasting relationships with clients. We believe that’s one reason Ameriprise Financial has more financial planning clients than any other company.3

1 Ameriprise helped pioneer the financial planning process more than 30 years ago. Our unique Dream > Plan > Track >® approach is about more than just numbers, it’s both science and art. We have more financial planning clients and more CERTIFIED FINANCIAL PLANNER™ professionals than any other company in the U.S. based on data filed at adviserinfo.sec.gov and documented by the Certified Financial Planner Board of Standards, Inc. as of Dec. 31, 2009.
2 Based on the number of financial plans annually disclosed in Form ADV, Part 1A, Item 5, available at adviserinfo.sec.gov as of Dec. 31, 2009.
3 Based on the number of financial planning clients disclosed annually, as of each firm’s year-end, by registered investment advisors on www.adviserinfo.sec.gov as of Dec. 31, 2009.

Ameriprise Financial cannot guarantee future financial results.

Ameriprise Financial and its representatives do not provide tax or legal advice.

Consult with your tax advisor or attorney regarding specific tax issues.

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 Ameriprise.com/social for more important disclosures and information.