Ameriprise Financial

About

Financial Advisor at Coldsmith & Associates, A financial advisory practice of Ameriprise Financial Services, Inc.

Story

Are you looking for ways to reach your financial goals in today’s volatile market? Whether you’re saving for retirement, college for your kids, home improvement, travel, or other needs and dreams, you may be unsure about what to do next or whether you can do anything at all. That’s where I can help. I’ll take the time to listen and understand your goals, and help you build a plan to get back on track toward reaching them. Working together, we will work to find investing opportunities in today’s uncertain market that are aligned with your financial goals. That’s why now, more than ever, you need a plan.


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Areas of Focus
Experience
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Interests

Active with Dog River Clearwater Revival, Boardmember.
Active runner, triathlete in the Mobile area.
Coached youth sports throughout children's grade school careers.
Scout Leader for both Cub Scouts and Boy Scouts.
Eagle Scout
Enjoy boating, fishing in Dog River, Mobile Bay, Gulf of Mexico.

Community Participation

I am active with the Financial Planning Association of the Gulf States, currently serving as a Board member.

I am an active member of the Dog River Clearwater Revival, an environmental group helping keep the Dog River Watershed clean.

I am a member of the Port City Pacers.

Areas of Focus

Retirement Planning Strategies
Retirement Income Strategies
Tax Planning Strategies
Insurance
Women's Financial Strategies
Retirement Plan Distribution
Investments
Small Business
Education Planning
Estate Planning Strategies

I am licensed and registered to conduct business in AL.

My business is Coldsmith and Associates, a financial advisory practice of Ameriprise Financial Services, Inc.

Based on licenses and registrations I hold, I may also conduct business in FL, OH, PA, TX, VA, LA, WY, GA, MA, NC, MS, TN.

Working Together

Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal.

Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together.

What to expect
Professional help in clarifying your financial goals and priorities
If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives
Accurate information about our tailored solutions, including risks, benefits and costs


What to bring
A list of any questions you have regarding your current financial situation
Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention
A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals

Ameriprise Financial Services, Inc. is a broker-dealer and member of FINRA. Comments and "likes" should not be considered representative of client experiences, or indicative of future performance or success. While I appreciate the support of my clients, I cannot accept Recommendations or Endorsements due to Investment Advisers Act of 1940 rules which prohibit me from publishing a testimonial of any kind concerning the investment advice, analysis, reporting or other services I provide. For your privacy, please don’t post account or service-related information on this page. Instead, contact me directly.
Please visit www.ameriprise.com/social for more important disclosures and information.