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Martin Mosbacker - Ameriprise Financial Services, Inc.

(206) 236-8054 9725 SE 36th St, Ste 308, Mercer Island, WA 98040 M-F 9am-5pm, Sa-Su Closed Official site

Categories: Loans, Financial Planning

The Details

The advisor listed is an Ameriprise financial advisor in Mercer Island. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. I believe that in order for you to have the best opportunity to achieve your financial goals you should have a plan in place and a disciplined approach to tracking your progress. The Waypoint Wealth Advisors team approach is designed to help you determine where you are today, and it helps you measure your progress toward your goals. The approach focuses on the following four quarterly checkpoints: First Quarter: Goal Tracking - I recap your short-term goals and priorities for the year, and I measure your progress toward longer term goals. Your cash flow and net worth are also updated. Second Quarter: Investment Planning & Portfolio Review - Portfolio performance and investment recommendations are covered, as well as asset allocation strategies. Third Quarter: Mid-Year Review - Family Security and Cash Flow - Estate planning and beneficiary review along with protection planning. I also discuss your employee benefits in preparation for your employer's next open enrollment. Cash flow and net worth are revisited. Fourth Quarter: Tax Planning - Year-end investment and tax strategies are discussed. I also prepare a tax planning worksheet to help you better understand what your tax situation might look like. I can work closely with you and your tax advisor to aid in this effort..............

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