Joseph Grund's Approach:
As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on knowledgeable advice. Working together, we'll help you reach your goals and give you greater financial confidence.
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
Areas of Focus:
*Estate Planning Strategies
*Retirement Planning Strategies
*Retirement Income Strategies
*Retirement Plan Distribution
*Wealth Preservation Strategies
*Employee Stock Options
*Executive Compensation and Benefit Strategies
CA Insurance License #0H12291
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.
Associate Manager at Ameriprise Financial Services, Inc.
Managing Director & Financial Advisor at Ameriprise Financial Services, Inc.