Barton, Knaffla & Associates, a financial advisory practice of Ameriprise Financial Services, Inc.
Our Approach:
*We align our advice with your values so that your financial life reflects who you truly are.
*We develop and maintain long-term relationships with you through our fully-integrated, comprehensive financial planning and wealth management approach.
*We strive to simplify your life and inspire confidence through a collaborative relationship with our team.
*We deliver a premier client experience by living our team values of Integrity, Leadership, Excellence, Community, and Education.
Our Vision is to create a legacy of financial success for generations to come.
Our Mission is to provide the financial guidance and education that inspires you to live your life on purpose. And have fun doing it!
Areas of Focus:
Retirement Planning Strategies
Wealth Preservation Strategies
Tax Planning Strategies
Estate Planning Strategies
Intergenerational Planning
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
More...
Ameriprise Platinum Financial Services® Advisors
Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances become more complex and require greater attention and expertise. Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.
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.
Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.
