You know you’re going to retire, but you don’t know how you’re going to get there.
If you’re like most people, planning and investing for the future feels like wandering in circles in a financial wilderness.
We believe you should have a plan that puts you in control of your financial future, a personalized map you can easily follow.
Now, we understand talking about finances and trusting someone else with your money can make you feel vulnerable.
As advisors at Doneth & Sturdivant, we’ll use our decades of experience to clear a path you’ll be confident following to wealth, freedom, and the ability to leave a lasting legacy. We call it intentional investment.
Now, intentional investing takes trust; it requires we build a strong, lasting relationship.
Our relationship begins with a relaxed, face-to-face meeting. So...
Call and schedule a free initial meeting
Fill out and return our New Client Questionnaire
Meet with an advisor (completely free!) who will start building the best retirement plan for you.
So give us a call to schedule your first meeting. If that seems like too much right now, you’re welcome to come to one of our free events where you can get to know our advisors outside of the office.
We’re excited to meet you and make a plan that will give you clarity and confidence about your future.
Retirement Income Strategies
Investments
Intergenerational Planning
Retirement Planning Strategies
Saving for Education
**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 To Your Free Consultation**
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
