Terri Thibodeaux, AGT - Ameriprise Financial

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 Manassas, VA area, Ted Kirkpatrick 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.

The advisor listed is an Ameriprise financial advisor in Manassas. 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 experience helping clients like you deal with the complexities of wealth. We work closely with you to explore the full range of opportunities your wealth can bring, advise you on strategies for harnessing its potential and recommend ways to protect what is most important to you. The Seasons of Advice approach is designed to help make managing your financial life easier and more rewarding, while fully re-evaluating your plan each year. Seasons of Advice focuses on the following four seasons: Goal Tracking Season- We examine your progress, re-evaluate assumptions and possibly re-set goals and priorities for the year. Asset Allocation Season - Incorporating the criteria established in the goal tracking we examine risk tolerance, investment time frame and create an investment strategy for the next twelve months. Family, Security and Cash Flow Review Season- Cash flow is revisited and there is a complete review of estate planning strategies, beneficiary designations and employee benefits, including the annual insurance reviews. Tax Planning Season -We evaluate your investments and provide tax-wise recommendations, plus we can coordinate with your accountant to help you make informed decisions about your investments during the next tax season.

At Battlefield Wealth Planning, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Manassas, VA area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.