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Catherine Wear - Ameriprise Financial Services, Inc.

(913) 451-2811 4550 W 109th St, Ste 200, Leawood, KS 66211 M-Th 9am-6:30pm, F 9am-5pm, Sa-Su Closed Official site

Categories: Financial Planning

The Details

My role is to facilitate the development of a client's financial values, goals and vision. I help clients to envision what they want financial success to mean both during their lifetime and afterward. I then help develop a customized financial plan that addresses multi-generational planning as well as day-to-day needs. By understanding your goals, dreams and values, I can help you make financial and investment decisions that align with your values and help you achieve your goals. Backed by a team of professionals who specialize in everything from retirement and tax planning strategies to insurance and asset management, our advisors have the resources to support all of your financial needs throughout your life.

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