The advisor listed is an Ameriprise financial advisor in Houston. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. As an affluent investor, your financial needs are more complex than those of the average investor. I'll work with you to create a plan to help simplify your overall financial picture and provide long-term strategies for goals such as retirement, managing taxes, planning for a child's education funding and preserving wealth. Today, it’s natural to have questions about your retirement, even if you’ve saved and planned for it. With our exclusive Confident Retirement®approach, we’ll help you find answers and take the first step toward creating a road map to the future you want. We’ll talk through the four basic principles of retirement: (1) Covering essential expenses (2) Ensuring your lifestyle (3) Preparing for the unexpected (4) Leaving a legacy And I’ll help you make adjustmentsas needed so you can retire on your terms. Most importantly, my mission is to deliver financial solutions through a tailored approach and a genuine interest in our clients' evolving needs. We help our clients achieve confidence. I am committed to listening to my clients, and I take the time to understand thefinancial concerns my clients carry with them. I bring my financial knowledge and experience to provide understandable solutions that address all types offinancial needs through all phases of my clients' financial lives. I aspire totranslate my clients' dreams into plans with purpose.