Financial Advisor
Business Financial Advisor
Goldstein & Associates A private wealth advisory practice of Ameriprise Financial Services, Inc.
My Approach I work with busy, hard-working professionals like you who value sound financial planning. I help my clients manage multiple goals and handle complex financial situations and I can do the same for you. I follow a process that involves getting to know you and your goals and designing a plan that suits your unique needs. Once that plan is in place, I help you track your progress and update your plan so you can focus on living and enjoying your life. Areas of Focus Retirement Income Strategies Women's Financial Strategies Executive Compensation and Benefit Strategies Investments Charitable Giving Small Business Tax Planning Strategies Cash Flow Management Strategies Family Finances Licensing I am licensed and registered to conduct business in WI. Based on licenses and registrations I hold, I may also conduct business in CA, FL, TN, MO, AZ, UT. 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 Qualifications APMA® Accredited Portfolio Management Advisor CRPC® Chartered Retirement Planning Counselor CLTC Certified Long Term Care FINRA series 7 General Securities Representative FINRA series 66 Uniform Combined State Law FINRA series 31 Futures Managed Funds 6 Years of Experience Education B.B.A., Business, University of Wisconsin, Oshkosh 1989 Community Participation Greater Madison Chamber of Commerce Member and Ambassador Middleton Chamber Member Wisconsin Women Entrepreneurs Southcentral, Inc. Madison4KIDS Board Member - "Youth Advisory Council" Middle School Book Fair Volunteer Glen Stephens Elementary, Co-Chair Teacher Appreciation and Volunteer Gamma Phi Beta Interests I'm up for fun with family and friends! My husband and I spend time supporting our son with his academics, cheering him on in Karate, Basketball, and Band. I have been active in the PTO, and volunteer at school for special projects. We are usually on the go, whether it is enjoying a bike ride together on the Madison City trails, going to The Farmer's Market, meeting up with friends at The Union Terrace, or heading up north for a weekend with family in Wautoma by the lake. I enjoy keeping a pulse on local business by being active as an Ambassador with The Greater Madison Chamber of Commerce. 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.
