Whether you’re new to financial planning or are an experienced investor, taking the opportunity to meet with Stephen Baumgartner, CFP® may help you feel more confident about your financial decisions, goals and plans. And just for attending a complimentary initial meeting, the Myers Corners Elementary PTA will receive a $25 donation.
Ameriprise Financial is a financial services and planning company built on a heritage of more than 110 years. Ameriprise Financial focuses on creating personalized financial plans, cultivating on-going relationships, and helping clients take steps toward their financial future.
How does a complimentary meeting work? It’s simple. The first meeting with an Ameriprise financial advisor is a no-pressure get-to-know-you session. During this meeting you’ll review your financial situation and be introduced to the unique and collaborative Dream>Plan>Track>® approach to financial planning developed by Ameriprise Financial. If after this initial meeting you decide you want to proceed and purchase a financial plan the Myers Corners Elementary PTA will receive an additional $50 donation.
To find out more or to schedule your complimentary initial meeting contact Stephen Baumgartner, CFP® at (845) 227-4951, stephen.x.baumgartner@ampf.com or visit his webpage: http://ameripriseadvisors.com/stephen.x.baumgartner.
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Donations made by Stephen Baumgartner,CFP®, Senior Financial Advisor, Ameriprise Financial.
The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations. The Ameriprise Financial advisor will help you determine if these financial planning services are right for you. You should make investment decisions based on your investment objectives, risk tolerance and financial portion and not on the basis of this offer.
The Myers Corners Elementary PTA is not affiliated with Ameriprise Financial and is not licensed to offer investment, investment advisor or financial planning.
Financial planning services and investments offered through Ameriprise Financial Services, Inc., Member FINRA and SIPC.
© 2008 Ameriprise Financial, Inc. All rights reserved.
Tuesday, May 12, 2009
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