Mark Stephens - Ameriprise Financial Advisor

Planning can turn future dreams into realities. Let’s talk about what’s most important to you and how setting and tracking your financial goals can help you achieve them.

Don’t let short-term volatility derail your long-term investment plan. Despite market volatility, markets historically trend upwards. Understanding market cycles can provide context for current volatility and help you assess if your investments are aligned with your long-term financial goals.

More than two-thirds of investors say passing along generational wealth to their heirs is important to them, according to the Ameriprise Financial Money & Family study. Let's talk about your goals related to passing on wealth and what options may be best for you.

Money & Family study Findings show most investors plan to pass on wealth, but few are completely transparent about their intentions to do so.