Bart Rickard - Ameriprise Financial Advisor

07/15/2026

While no one can predict the future, we can work together to help protect you from unexpected events. Reach out to schedule a meeting.

07/10/2026

Have you read this on?

AI is creating new opportunities across markets. Let’s connect if you’d like to discuss putting these article’s insights into action.

Explore how to position your portfolio for AI investment growth.

07/08/2026

Everyone is talking about it....

Let’s connect if you’d like to explore strategies to take advantage of AI-fueled growth opportunities, while also balancing against potential risk.

Could the AI engine overheat?

07/07/2026

In an effort to give back to the community, we are hosting a SCHOOL SUPPLY DRIVE during the month of July at our office at 1625 Darby Drive (in English Village next to Sweet Basil).

Specifically, these classroom items:
Hand soap
Facial tissues
Disinfecting wipes
Hand sanitizer
Zip-top bags (sandwich, quart, & gallon size)
Paper towels
Paper plates
Colored copy paper
Cardstock
Clear tape & painter's tape
Art & craft supplies

THANK YOU!!!

07/06/2026

Attention parents...

Every parent wants to give their child a strong financial start. Let’s connect if you’d like guidance on what might be the right investment vehicle for your family’s goals and priorities.

Explore the different investment accounts that can help you support your child’s financial future.

06/30/2026

An unexpected illness or injury can change more than your health. Disability income insurance helps provide a monthly benefit if you’re unable to work, so you can focus on recovery instead of financial stress. Planning ahead gives you more certainty when life takes an unexpected turn. Reach out if you’d like to start the conversation.

06/23/2026

Your income is one of your most valuable assets. An illness or injury can stop a paycheck long before retirement, and employer coverage may not fully replace what you earn. Disability income insurance can help protect your lifestyle if work becomes impossible. Let’s talk about how to help protect what you work so hard for.

06/16/2026

Long-term care doesn’t just affect finances, it affects families. Without a plan, loved ones often face difficult decisions under stress. Preparing ahead of time can ease the emotional and financial burden for everyone involved. Reach out to discuss how planning today can help protect tomorrow.

06/09/2026

Needing long-term care isn’t rare, it’s likely. Life can change in ways we don’t always anticipate, and having a plan can bring clarity and confidence when it matters most. Planning ahead can help protect your finances and give you more control over how care happens. Message me if you’d like to start the conversation.

06/02/2026

Uncertainty is inevitable, but your financial approach doesn’t have to feel uncertain. Retirement strategies that emphasize both opportunity and resilience can help create a greater sense of stability over time. Planning ahead can make all the difference. Send me a message to explore your options.