The advisor listed is an Ameriprise financial advisor in Virginia Beach. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. Ameriprise private wealth advisors have extensive experiencehelping clients like you deal with the complexities of wealth. We work closelywith you to explore the full range of opportunities your wealth can bring,advise you on strategies for harnessing its potential and recommend ways to protectwhat is most important to you. TheSeasons of Adviceapproach is designed to help make managing yourfinancial life easier and more rewarding, while fully re-evaluating your planeach year. Seasons of Advicefocuses on the followingfour seasons: Goal Tracking Season We examine your progress, re-evaluate assumptions and possibly re-set goalsand priorities for the year. Asset Allocation Season Incorporating the criteria established in the goal tracking weexamine risk tolerance, investment time frame and create an investment strategyfor the next twelve months. Mid-Year Reviews - Family, Security and Cash FlowSeason Cash flow is revisited and thereis a complete review of estate planning strategies, beneficiary designationsand employee benefits, including the annual insurance reviews. Tax Planning Season We evaluate your investments and provide tax-wise recommendations, plus we cancoordinate with your accountant to help you make informed decisions about yourinvestments during the next tax season.