Stanley Y. Tse, Financial Advisor

We’re honored to be invited to the Circle of Success National conference in San Diego this week. Ameriprise Financial sponsors this event to recognize the firm’s top advisors. Looking forward to sharing new ideas for how to help you reach your financial goals!

This spring we celebrate 20 years with Ameriprise! We love working with our clients and thank you for the privilege of sharing your goals, concerns, and milestones. Here’s a flashback photo from the early days.

I am delighted to announce a recent addition to our team at Westerly Financial Partners. Dan Grigg has just joined us as our new Client Relationship Manager. Dan has much experience in the financial world and looks forward to meeting all of our clients and friends in person as we start to re-open our office, or virtually.

Welcome, Dan!

January is National Financial Wellness Month. Let’s work together to make progress towards your top financial goals.

In the time leading up to your retirement you’ll need to make many key financial decisions that can impact your income and taxes. I’m here to help you navigate your retirement window.

5 factors that impact your retirement income Your advisor will provide strategies to address these factors, which may extend your retirement income.

Deciphering Social Security can be tough. Did you know the payment on a Social Security statement is just an estimate? Contact me to learn more.

Wherever you are and whomever you’re celebrating with, may your holiday season be a happy, hopeful one.

When you retire, you may spend more than you plan for due to added lifestyle expenses and inflation. Let’s connect and make sure you’re prepared.

A disability or illness could require you to retire earlier than planned. Together, we can build a plan that protects your assets – even if the unexpected happens.

If you are concerned about the uncertainty of Social Security retirement benefits, we can work to add flexibility into your personalized retirement income plan.