What are your dreams and goals for retirement? We 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.
We look forward to working with you,
John Robinson ChFC®, CRPC®, Private Wealth Advisor
Kyle Williams CFP®, CRPC®, CFS®, Financial Advisor
Andrew Self MBA, CFS®, Financial Advisor
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.
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 team with us for your financial planning, you will receive sound financial advice tailored to your investment objectives, accurate information 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. This information will help us get a full picture of where you currently are and where you would like to go in the future.
Areas of Focus:
Retirement Planning Strategies
Retirement Plan Distribution
Tax Planning Strategies
Estate Planning Strategies
Retirement Income Strategies
Wealth Preservation Strategies
We are licensed and registered to conduct business in OK.
Based on licenses and registrations there are advisors in our office that may also conduct business in FL, NM, OH, WA, NE, KS, IN, OR, ID, AZ, MO, IL, AL, MN, CO, TX, LA, GA, MI, CA, MA, AR, KY, NV.
CA Insurance #0E87142
AR Insurance #1114910
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.
Robinson, Williams, Self & Associates, "A private wealth advisory practice of Ameriprise Financial Services, Inc” can assist in your financial planning.