| Advisor Profile |
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Business Description |
| We take a holistic approach to our financial planning process to help our clients achieve their dreams and goals. It all starts with a strategic plan that covers your needs in the context of your entire financial picture. Once we establish a firm direction, we work with our clients to help them determine the best ways to take action. Together, we review progress toward their goals and adjust the strategy to reflect personal, economic, and tax law changes. We'll create financial plans and ongoing relationships that help you adapt to changing needs and goals over time.
Backed by a team of professionals who specialize in everything from retirement, tax and estate planning strategies to insurance and asset management, our Ameriprise Platinum Financial Services® advisors have the resources to support all of your unique financial needs throughout your life. |
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| Prepared By: |
Alejandro Lewin |
| Most Recent Update: |
07/01/2008 |
Frequently Asked Questions |
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