At Confluence Wealth Management Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Irvine, CA area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
The advisor listed is an Ameriprise financial advisor in Irvine. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. Are you looking for ways to reach your financial goals in today's volatile market? Whether you're saving for retirement, college for your kids or other needs, you may be unsure about what to do next or whether you can do anything at all. That's where I can help. I'll take the time to listen to you and understand your goals and dreams. I'll help you build a plan to get back on track toward reaching them. Working together, we will work to find investing opportunities in today's uncertain market that are aligned with your financial goals. Together, we can bring your dreams more within reach.
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Irvine, CA area, Karen Yi will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Irvine, CA area, John Breen will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Based in Irvine, Centerpoint Financial Management is an Independent, Fee-Only, Fiduciary Financial Advisor providing financial planning and wealth management services to business owners, real estate investors, and executives with complex equity compensation and stock option issues. As an independent, fee-only, fiduciary financial advisor, we do not sell products or earn commissions. We are objective and analysis driven. Our fees are transparent, and we are able to offer a flat-fee structure. Our services range from a one-time plan to ongoing comprehensive wealth planning. We can help address questions like: Do I have enough money to retire comfortably? When should I claim social security? How can I create a tax-efficient withdrawal strategy so I can take money from my retirement accounts without getting crushed by taxes? How can I make sure the wealth I've created over the last 20, 30 or even 40 years goes to the people and institutions I care so deeply about? Given my age and risk tolerance, what is a reasonable asset allocation for me? ...and many others. Our comprehensive financial plans help give people confidence and peace of mind as they make the transition into retirement. Retirement should be an enjoyable season in your life. Don't leave it up to chance. You've got one chance to get retirement right! Ready to get started? Please schedule a complimentary, 30-minute consultation today!
Opening soon
