Pecan Wealth Partners

10/09/2026

Dreaming of a new doorstep? We can help you prepare to make a move.

10/07/2026

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.

10/05/2026

Every parent wants to give their child a strong financial start. Let’s connect if you’d like guidance on what might be the right investment vehicle for your family’s goals and priorities.

Explore the different investment accounts that can help you support your child’s financial future.

10/01/2026

Adjusting your portfolio doesn’t have to result in triggering taxes. Let’s explore solutions that can give you flexibility and control. Connect with me to get started.

09/25/2026

Taxes can take a big bite out of your investment growth. Let’s talk about strategies that help reduce the impact and keep your money working harder for you. Contact me today to learn more.

09/23/2026

The digital landscape is always changing, and financial platforms are no different. Join us to discuss how to communicate and share information securely, set up your financial goals and track progress, and utilize Ameriprise Financial’s online security measures.

09/21/2026

Join us for an introduction to the key elements of financial planning including investing, tax planning strategies, retirement planning and more.

09/17/2026

Having a strong financial foundation can help you feel more confident about your financial well-being now and in the future. Regardless of where you are currently in your financial journey, join us for a session that will provide valuable information about how to define and achieve your short and long-term financial goals. We’ll share methods for creating a budget, discuss how to manage debt, and talk about saving and investing for your future.

09/15/2026

Here’s why today's bond market may offer compelling income opportunities for investors, according to Ameriprise Financial Fixed Income Strategist Brian Erickson.

09/15/2026

Retirement is more than a financial milestone - it's the start of an exciting new chapter. During this seminar, we'll explore the six phases of retirement and offer practical ways to build purpose, routine, community and confidence in this next stage of life. Whether you’re preparing for retirement or already living it, you’ll gain insight and tools to create a meaningful and fulfilling future.