Vincent Perry

(4) Leaving a legacy

And I’ll help you make adjustments as needed so you can retire on your terms.

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

Areas of Focus

-Women's Financial Strategies

-Small Business

-Retirement Income Strategies

-Wealth Preservation Strategies

-Retirement Plan Distribution

23 Years of Experience

Awards & Recognition

FIVE STAR Wealth Manager, 2012

Qualifications

Certified Financial Planner

General Securities - Series 7 license

Series 63 license

Ameriprise

Life and Health License

Life Underwriter Training Council Fellow (LUTCF)

Bachelor of Science Degree

Business Financial Advisor

AR Insurance License # 790534