Evan Sumner - Ameriprise Financial Advisor

07/20/2026

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.

07/08/2026

I'm excited to share that I've passed my CRPC™️ (Chartered Retirement Planning Counselor™️) exam! This achievement has expanded my knowledge of retirement planning, and I'm looking forward to using what I've learned to better serve both current and future clients. If you're ready to start planning for your financial future, contact me using the link above. Let's get started!

Evan Sumner is an Ameriprise Financial Advisor serving the Providence, RI area. Get the personal financial advice you need to achieve your goals.

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.

06/25/2026

College planning often starts with one key step: setting clear expectations.

Early clarity around costs, timelines, and priorities can help turn uncertainty into a more focused strategy.

This article highlights where to begin.

Together, we can create a plan that aligns with your goals—and supports what matters most to your family.

5 considerations as you set your child’s education goal

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.

06/22/2026

A quick heads-up for retirement savers: rulers are changing.

Starting this year, catch‑up contributions may work differently for certain earners, especially when it comes to Roth accounts. Knowing what’s ahead can help avoid surprises and support smarter planning.

A small update today can make a meaningful difference tomorrow. It may be a good time to revisit your retirement savings strategy.

Understand the tax and savings implications of the new rules for high earners.

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.

06/19/2026

What are you working toward? The key to achieving your financial goals is to keep moving toward them. Let’s connect and review your progress.

06/18/2026

A strong retirement plan isn’t just about what you do — it’s about what you avoid.

Seemingly small missteps — around taxes, timing, or risk — can quietly impact long-term outcomes.

This article highlights 10 areas worth a closer look.

Together, we can identify what to adjust now — so your future stays on track.

Uncover strategies to avoid retirement planning pitfalls and help secure your future.