Chris Clarke - Ameriprise Financial Advisor

Chris Clarke - Ameriprise Financial Advisor Financial Advisor, Ameriprise Financial Services, LLC

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10/01/2026

And so begins October, my favorite month of the year.

The leaves are changing and the weather is cool.

October has a way of making the year feel short. If a Roth conversion has been on your mind, this is the season to take a closer look before the calendar runs out.

A smart move now can create more flexibility later and what it can mean for future taxes and long term planning.

Waiting until December can make decisions feel rushed. Starting the conversation in the fourth quarter gives you more room to think clearly.

Sometimes the best year end move is the one you begin before year end feels urgent.

This coming Sunday, October 4th I'll be collecting food items to donate to the Food Bank of Delaware. If you're in the a...
09/30/2026

This coming Sunday, October 4th I'll be collecting food items to donate to the Food Bank of Delaware.

If you're in the area just north of Middletown, I'd love to see you and would be happy to accept any donation that you care to make, big or small!

09/29/2026

Financial confidence starts with a plan.

I work closely with clients to build strategies that reflect their goals, adapt to life's changes and help them move forward with greater confidence.

09/28/2026

I'm a big supporter of "walking the walk."

In addition to being a Point to Point employee, I'm also a client.

I personally utilize many of the solutions that I recommend to my clients.

That's important.

09/27/2026

Confidence comes from having a plan and a trusted partner by your side.

That's why I'm proud to be backed by a firm that has helped clients navigate life's financial decisions for more than 130 years.

I don't talk about this nearly enough, but Ameriprise is an amazing company to work for and work with. Keep an eye out for this ad on TV, as we're starting a new national ad campaign.

09/26/2026

I was talking with a client this week about the process of switching to a new doctor's office and how long he found himself waiting on hold.

Sadly, that's not an uncommon situation. We've all been there. Everything these days feels so impersonal and institutionalized. I also think that we can expect to be connected with more AI "agents" to when we call in moving forward.

My clients will never wait on hold for me. If can I can take the call, we'll talk right away. If I can't take the call, I'll get back to you by the end of the day.

I once heard from some "advisor influencer" that advisors should never answer their phones when they ring, because you have to "seem busy" or people won't think you're good at your job. That's nonsense.

All of my clients know that I'm here for them when they need me. My work as an advisor is deeply personal. I take great care and pride in my ability to help the people I work with.

If you'd like to learn more about me and how I work, please take a moment to reach out. I'd love to hear from you.

This afternoon we finished another puzzle at the office. We’re on a bit of a roll with these. That’s a pun, because this...
09/25/2026

This afternoon we finished another puzzle at the office. We’re on a bit of a roll with these. That’s a pun, because this puzzle was called Chaos in the Kitchen. Apparently there are over 100 different puns and plays on words. Can you spot any? Comment below! I’ll start. The flag on the leg is “turkey leg.”

09/22/2026

Doing the right thing for clients is always the right choice.

Your ability to earn an income is one of your most valuable assets. Employer-sponsored disability coverage may not repla...
09/20/2026

Your ability to earn an income is one of your most valuable assets. Employer-sponsored disability coverage may not replace your full earnings if you're unable to work. The good news is that options exist to help protect what you've worked hard to build. Send me a message if you'd like to learn how planning ahead can help.

09/19/2026

Selling your business isn’t the end of the story. It’s the start of what’s next. I can assist you in planning your transition to help preserve value and reflect your vision.

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200 Continental Drive
Newark, DE
19713

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