Vivien Balcker, CRPC

09/01/2026

You will be missed, my friend.
Grateful to have known you.

"Don't think of her as gone away -
Her journey's just begun,
Life holds so many facets -
This earth is only one.

Just think of her has resting
From the sorrows and the tears
In a place of warmth and comfort
Where there are no days and years.

Think how she must be wishing
That we coukd know today
How nothijg but our sadness
Can really pass away.

And thi k of her as living
In the hearts of those she touchefor nothing loved is ever lost -
And she was loved so much"

Ellen Brennman

08/24/2026

🎉 Please join me in wishing Yajas Sadana a very Happy Birthday!

Yajas is an integral part of our team and plays a key role in helping our clients. The dedication, attention to detail, and support provided every day help us deliver a great experience to the families we serve.

We're grateful to have Yajas on our team and wish a wonderful year ahead filled with happiness, health, and success!

🎂 Happy Birthday, Yajas! 🎉

08/21/2026

If you’d like to discuss the different ways you can save for your child’s or grandchild's future, let’s connect.

Learn how Trump Accounts work and if they fit into your family’s financial strategy.

08/20/2026

Markets have seen quite the turnaround recently. But what’s fueling this rally and are the risks really behind us? Ameriprise Financial Chief Market Strategist Anthony Saglimbene breaks down the dynamics driving the recent market movements.

3 factors driving U.S. stocks higher.

08/19/2026

Lunch with Jeff in Boca!
He retired as an advisor from Ameriprise in January 2025 and is enjoying lots of golf, remodeling his home with his wife, Kathy, and spending time with his grandchildren.

08/12/2026

One day, you’re celebrating the start of a new job. Then you blink and you’re toasting to your retirement. Let’s review your retirement savings and make sure you’re on-track.

08/05/2026

The markets rallied today and experienced solid gains. provides their thoughts on today’s market upturn in After the Close.

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.

06/21/2026

Happy Father’s Day to the dads, grandfathers, and father figures who lead with care, strength, and support. Wishing you a day of appreciation and time well spent with those who matter most.

06/17/2026

If you know any Spirit Airlines Pilot or Meta employee laid off, we have been able to help them during this transition please feel free to give them our info. Our businee text line is
786.876.6640.