Two Waters Wealth

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Gary Samuelson is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Huntersville, NC make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates. For important disclosure information, visit www.thrivent.com/disclosures.

The advisor listed is an Ameriprise financial advisor in Cornelius. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. I believe that financial planning is an extension of life planning and that you have to address both together. Our approach begins with a detailed goal setting process using our exclusive Confident Retirement approach. This helps you plan for an income stream that covers both essential and lifestyle expenses, reduce vulnerability to unexpected events and plan for the legacy you want to leave. We then create an Investment Policy Statement that carefully considers your goals and financial details. This allows us to help you customize a portfolio for your family and needs. We believe that financial planning can be a stress-reducing process.

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.