Wealth Management & Financial Planning
Comprehensive support for financial goals.
Tax Planning Strategies
Structure your finances for tax efficiency.
Legacy & Succession Planning
Secure futures, protect loved ones.
Risk Management
Help protect against uncertainties with insurance.
Wealth Management
Wealth Management & Financial Planning
This includes retirement planning, Social Security strategies, portfolio assessments, and creating a sustainable retirement paycheck. It also involves aligning your values with money decisions, investment advice, college funding planning, and cash flow management to ensure every aspect of your financial life is working in harmony.
Wealth Management
Tax Planning Strategies
Tax planning strategies help you better manage your finances and reduce the impact taxes can have on your long-term goals.
Services include retirement withdrawal planning, small business tax planning, Roth IRA conversion analysis, and more. Tax control strategies are also applied to support a tax-efficient financial plan.
Wealth Management
Legacy & Succession Planning
Legacy and succession planning services provide comprehensive support to ensure your assets transfer tax-efficiently and reach the heirs you intend.
These services include attorney collaboration, estate plan follow-through, tax planning strategies, and thorough document and beneficiary reviews. They also cover business transition planning and special needs planning, ensuring every detail of your legacy is thoughtfully managed and aligned with your goals.
Wealth Management
Risk Management
Risk management services focus on protecting against uncertainties with insurance.
These services include auto and home insurance, life insurance, long-term care insurance, and disability income insurance, ensuring comprehensive coverage for you and your family.
The referring professional is a client of Ameriprise Financial. They receive cash payments if you open an Ameriprise Financial account and also have a business relationship with the Ameriprise advisor. Both are an incentive to refer you to Ameriprise and create a conflict of interest.
The referring professional has an alliance with Ameriprise Financial and this advisor and may, from time to time, identify and refer potential clients who may benefit from Ameriprise Financial’s services. The referring professional can earn a referral fee of ten percent of the commission payout for any eligible product sale and investment advisory fees paid by the referred client for the duration of the investment advisory relationship. Payment for referrals present a conflict of interest. Ameriprise advisors offer products and services based on appropriateness; therefore, not all referrals result in a referral payment.
Ameriprise Financial is not affiliated with MidCoast Tax Advisors
MidCoast Tax Advisors is not endorsed by or affiliated with Ameriprise Financial. We are not under the supervision of Ameriprise Financial and are not a broker-dealer or investment advisory firm. Financial planning services including wealth management strategies and protection planning are being made available to our valued clients through a formal referral relationship with Ameriprise Financial. For more information on Ameriprise Financial, visit ameripriseadvisors.com/midcoast-wealth-advisors.
The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
Ameriprise Financial Planning Services are optional, offered separately, and priced according to the complexity of your case and your financial advisor’s practice fee schedule. Your fees and financial advisor may be subject to change.
Financial planning is generally appropriate if you have financial goals, sufficient assets and income to address your financial goals, and are willing to pay an investment advisory fee for recommendations to help you achieve those goals. Please review the Ameriprise Financial Planning Client Disclosure Brochure or, for a consolidated advisory relationship, the Ameriprise Managed Accounts and Financial Planning Service Disclosure Brochure, for a full description of services offered, including fees and expenses.
Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
Ameriprise Financial cannot guarantee future financial results.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
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