FinancialConnex

The advisor listed is an Ameriprise financial advisor in Evans. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. In our first meeting we will start by identifying your values and end with an understanding of how we can work together. With your values, goals and concerns identified, we can have a meaningful conversation about your expectations of my staff and I. Specifically how we can help you, the complexity of your situation, the scope of services for you, how much contact you prefer and how you would like to work with us. We would then schedule time to get together for the following meetings: Data Gathering validate facts as well as feelings about your finances. Strategy Session discuss the pros and cons of strategies that can help you plan to achieve your goals. Plan Presentation a customized financial plan with relevant and actionable recommendations for your financial situation. Recommendations Checkpoints follow up meetings to see if implementation is going well or if adjustments to the original plan are in order. In following years as a client we meet frequently, having at least two separate meaningful conversations, "dream meeting" and "protect meeting". The agenda for the "dream meeting" at the top of the year is focused on investments, financial goals and earmarking funds for future needs. During the "protect meeting" in the fall we focus on looking at the impact of taxes, death or illness...............

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Evans, GA area, Brandt Bonin will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Our experienced professionals work as a team to provide you with comprehensive service, conveniently located in your local branch. We support you with the financial strength of a prominent national investment and insurance firm, teamed with the comfort and familiar faces at places you already know.