Tax return preparation, origination, submission, and representation.
My Approach Ameriprise private wealth advisors have extensive experience helping clients like you deal with the complexities of wealth. We work closely with you to explore the full range of opportunities your wealth can bring, advise you on strategies for harnessing its potential and recommend ways to protect what is most important to you. The Seasons of Advice® approach is designed to help make managing your financial life easier and more rewarding, while fully re-evaluating your plan each year. Seasons of Advice® focuses on the following four seasons: Goal Tracking Season - We examine your progress, re-evaluate assumptions and possibly re-set goals and priorities for the year. Asset Allocation Season - Incorporating the criteria established in the goal tracking we examine risk tolerance, investment time frame and create an investment strategy for the next twelve months. Mid-Year Reviews - Family, Security and Cash Flow Season - Cash flow is revisited and there is a complete review of estate planning strategies, beneficiary designations and employee benefits, including the annual insurance reviews. Tax Planning Season - We evaluate your investments and provide tax-wise recommendations, plus we can coordinate with your accountant to help you make informed decisions about your investments during the next tax season. Areas of focus: • Tax Planning Strategies • Investments • Retirement Income Strategies • Employee Stock Options • Wealth Preservation Strategies • Saving for Education 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. 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.
Tagline We make financial planning crystal clear. Introduction We believe in changing the way investors plan for their financial future. Why make it hard when it could be easy? We make financial advise and investment management convenient by merging technology with experienced advisors. We will give your money purpose and guide you on your pathway towards a financially secure future. Crystal Brook Advisors will optimize protection and tax-advantage growth for our clients’ assets while entering the financial world with a modern and tech savvy approach. We design, develop, implement and monitor financial wealth and security programs with a short or long-term horizon with transparency, expertise, and high quality in information, products and services. Crystal Brook Advisors is the answer to individuals and businesses who for decades have been requesting a new approach in how financial planning is designed, developed and implemented from process to execution for the investor.
The Dakota is a cooperative apartment building located on the northwest corner of 72nd Street and Central Park West in the Upper West Side of Manhattan in New York City, United States. It was built in 1880–1884 and is considered to be one of Manhattan's most prestigious and exclusive cooperative residential buildings, with apartments generally selling for between $4 million and $30 million. The Dakota is famous as the home of former Beatle John Lennon from 1973 to his death outside the building in 1980.HistoryThe Dakota was constructed between October 25, 1880, and October 27, 1884. The architectural firm of Henry Janeway Hardenbergh was commissioned to create the design for Edward Clark, head of the Singer Sewing Machine Company. The firm also designed the Plaza Hotel.The Dakota was purportedly so named because at the time of construction, the Upper West Side was sparsely inhabited and considered as remote in relation to the inhabited area of Manhattan as the Dakota Territory was. However, the earliest recorded appearance of this account is in a 1933 newspaper interview with the Dakota's long-time manager, quoted in Christopher Gray's book New York Streetscapes: "Probably it was called 'Dakota' because it was so far west and so far north". According to Gray, it is more likely that the building was named the Dakota because of Clark's fondness for the names of the new western states and territories.