Brandon L. Leonard

Our office will be closed on Monday, September 7th, in observance of Labor Day. We wish everyone a safe and enjoyable holiday as we celebrate the hard work and contributions of workers across the country. Regular business hours will resume Tuesday.

Before your employer's benefits enrollment starts, take a few minutes to review these three important areas:

✅ Health Insurance Coverage
Make sure your current plan still fits your healthcare needs and budget.

✅ Retirement Plan Contributions
Review your contribution rate and any employer match opportunities.

✅ Beneficiary Designations
Confirm that your beneficiaries are up to date on life insurance and retirement accounts.

Your workplace benefits can play an important role in your financial future. If you'd like guidance on how your benefits fit into your overall plan, we're here to help.

👉 Connect today: https://bit.ly/46ycGWx

Help us wish Chris a belated Happy Birthday! 🎉🎂 We hope you had an amazing day yesterday and wish you all the best in the year ahead. 🎉🥳

Learn more about Chris here: https://bit.ly/4iB0UBX

Behind the scenes of every strong advisor-client relationship is a team committed to delivering exceptional support, and today we're shining a spotlight on Erin.

Erin plays a key role in delivering a seamless client experience, helping manage everything from client relations and business processing to financial planning workflows and meeting follow-up activities. Her path into the financial services industry started at a college conference, where she connected with an Ameriprise recruiter who ultimately introduced her to Michele and Roger.

Erin earned a Bachelor of Science from Winthrop University and brings over 9 years of industry experience, including more than 7 years with our practice. She has also successfully completed the FINRA Securities Industry Essentials (SIE) Exam.

Outside of work, Erin enjoys Asian food and spending time with her American Eskimo dog, Alfie, and traveling with her husband, MJ. As a child, she dreamed of becoming an attorney because she was always confident in her debating skills!

👉 Learn more about Erin here: https://bit.ly/4gDOZRe

Thanks for getting to know Erin! Check back soon for our next team member spotlight.

September is just around the corner, and we'll be exploring an important retirement planning topic: tax efficiency. The timing of withdrawals, contributions, and retirement income strategies can have a lasting impact on your financial future. Stay tuned as we dive into why timing matters.

👉 Have questions about your retirement strategy? Contact our team to learn more: https://bit.ly/3SaLDNG

This past week, Michele and Roger Huddleston attended the Ameriprise National Conference in Denver, Colorado.

Experiences like this give our team the opportunity to learn from some of the best minds in the industry, exchange ideas with fellow advisors, and bring fresh perspectives back to the clients we serve.

👉 Learn more about our team and approach: https://bit.ly/4xOEPUZ

Behind every great client experience is a dedicated team working hard to support our advisors and clients, and today we're highlighting Chris Hartnett.

From trading and investment research to money movement and meeting preparation, Chris helps keep things running smoothly behind the scenes. Through hard work and perseverance, Chris built a successful path into the industry.

Chris earned a Bachelor of Science from the University of South Carolina, with a major in Economics and a minor in Business Administration. He also holds his Series 7, Series 63, and Series 65 licenses, along with a Life & Health Insurance License.

Outside the office, Chris is a fan of the movie American Psycho, enjoys spending time with his family and cat, Lucy, and lives by a simple goal he had growing up: to be successful.

👉 Learn more about Chris here: www.ameripriseadvisors.com/team/huddleston-associates/financial-advice-team/

Thanks for getting to know Chris! Check back soon for our next team member spotlight.

Today is National Financial Awareness Day, a great reminder to take a closer look at your financial future.

Ask yourself:
✅ How prepared am I for retirement income?
✅ Will I have multiple sources of income in retirement?
✅ Is my financial plan aligned with my long-term goals?

Ready to see if you're on the right path? Contact us to discuss your retirement income strategy and long-term financial goals and learn how we may be able to help.

👉 https://bit.ly/4xKWWeC

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.