Joseph Shankwitz CRPC, APMA, Financial Advisor, Franchise Owner

If paying for education – yours, a child’s or a loved one’s – is one of your financial goals, let’s review the strategies available to you.

What are you doing today to prepare for your goals for tomorrow? Let’s talk about what’s most important to you and how we can partner to prepare for your future goals.

While no one can predict the future, we can work together to help protect you from unexpected events. Reach out to schedule a meeting.

While an employment report released last week provided mixed messages, other measures of employment conditions reflect a somewhat stronger story: third-party data shows a fairly stable and good jobs picture for June and nonfarm payrolls are likely to be revised higher in the coming months. Learn more in this report from the Ameriprise Investment Research Group.

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One day, you’re celebrating the start of a new job. Then you blink and you’re toasting to your retirement. Let’s review your retirement savings and make sure you’re on-track.

What are you working toward? The key to achieving your financial goals is to keep moving toward them. Let’s connect and review your progress.

Millions more tourists could mean billions more in spending. The U.S. could see as many as 10 million more tourists for the World Cup. Early signs suggest that retail sales are already accelerating, and the tournament could also deliver a meaningful boost to June jobs data. Learn more in this report from the Ameriprise Investment Research Group.

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Changing jobs? Together, we can evaluate your 401(k) options and determine what's best for your long-term plans

Help ease the stress on yourself, your family or other beneficiaries by keeping your financial information up to date and in one place. Let’s review your accounts together.