Badger Barter

The advisor listed is an Ameriprise financial advisor in Madison. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. I help my clients achieve their dreams for today, tomorrow, and well into the future - using our exclusive Confident Retirement approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.I'm here to help you live the life you've earned. When you have the right financial advisor, life can be brilliant.

Welcome to LEGACY Investments & Insurance Services, our company provides professional money management and financial planning services to help our clients achieve their personal and financial goals. We specialize in wealth management and retirement income planning.As independent investment advisors, we serve as our clients' personal advocate. We help you map out a plan to reach your financial destination. As your personal financial advisor, we can: Help you identify your personal and financial goals (your destination). Recommend solutions tailored to your specific needs (your roadmap). Explain how and when to make adjustments to your financial plan (roadside assistance).On our Web site, you'll find valuable information to help you evaluate your current financial situation. We offer educational articles that outline financial concepts and highlight products designed to help you reach your goals. You will also find calculators that will help you assess your current and future financial strategy.Securities Offered Through First Allied Securities, Inc. A Registered Broker Dealer Member of FINRA/SPIC. Advisory Services Offered Through First Allied Advisory Service, Inc. A Registered Investment Adviser.

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy