Joel Shane - Ameriprise Financial Services, Inc. - Closed

The advisor listed is an Ameriprise financial advisor in Clearwater. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. No two clients are alike and every financial plan starts out the same way--from scratch. My first focus is to learn more about you and your financial, personal and professional aspirations by asking targeted questions and listening closely to your answers. From there I will build a customized financial plan based on personalized financial advice and backed by dedicated ongoing service so you can feel more confident about your financial future. Many of the choices we discuss involve finding ways to preserve and grow your savings, protect you from the certainty of uncertainty, and mitigate volatility. Even the simplest decisions generally involve multiple considerations--tax planning strategies, retirement planning, health care costs, liquidity needs, legacy planning strategies, and more. Fortunately, even the most complex financial issues can be addressed effectively with the help of a dedicated financial advisor who is experienced and knowledgeable about the realities of life. I became an Ameriprise Private Wealth Advisor after serving many years as a CPA and financial executive because I wanted to work closely with clients, helping them to simplify their financial lives and pursue their life goals.