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Brett D White - Ameriprise Financial Services, Inc.

(630) 396-1823 1 Oakbrook Terrace, Suite 700, Villa Park, IL 60181 M-F 9am-5pm, Sa-Su Closed Official site

Categories: Loans, Financial Planning

The Details

The advisor listed is an Ameriprise financial advisor in Oakbrook Terrace. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. "Always put the client first with honest straightforward quality advice. I work with clients to develop sound strategies to help meet their needs now and in the future. Strategies that include a Customized a Wealth Management Plan, preparing for retirement and retirement income strategies, saving for college expenses, managing and reducing taxes more efficiently, managing the impact of assets and liabilities on their cash flow and protecting what matters to them the most. It's hardly news that wealth can complicate your life. Because more is at stake, you have more financial decisions to make on an ongoing basis. Many of these choices involve finding ways to grow and preserve your wealth. But look closely and you'll see that even the simplest decisions generally involve multiple considerations-tax management strategies, retirement planning, health-care costs and more. Certain steps, such as estate planning and the creation of trusts, may affect the well-being of several generations. Entrepreneurs face the added requirement of balancing the needs of their business with that of their own financial life. Fortunately, even the most complex financial issues can be handled successfully with the help of a dedicated advisor who is experienced and knowledgeable about the realities of wealth........................

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