Rohde Financial Group, A financial advisory practice of Ameriprise Financial Services, Inc.
My Approach: I am passionate about working with my clients and want them to experience financial confidence now and in retirement. I will look at your entire financial picture — cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers. I want you to feel confident that the advice I provide reflects your unique dreams and goals.
Working Together: Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal. Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together.
What to expect: Professional help in clarifying your financial goals and priorities.If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives, accurate information about our tailored solutions, including risks, benefits and costs.
What to bring: A list of any questions you have regarding your current financial situation, any account statements, budget information or other areas of your financial life that you feel deserve immediate attention, a list of future dreams and financial goals you would like to achieve, including both short- and long-term goals.
Areas of Focus: Tax Planning Strategies, Retirement Plan Distribution, Estate Planning Strategies, Education Planning, Wealth Preservation Strategies, Investments, Insurance, Retirement Planning Strategies. Qualifications: AAMS® Accredited Asset Management Specialist SM.
Education: Bachelors of Business Administration, UHV, 2006, Accredited Asset Management Specialist, College for Financial Planning, 2009, 14 Years of Experience. I am licensed and registered to conduct business in TX. Based on licenses and registrations I hold, I may also conduct business in CA, AR, MO, WY, GA, VA, CT, IA, LA, IL, WA.AR Insurance #4569074. Personal Interests:* Happily married to my highschool sweetheart, Rocky, for 13 years* We have one very sweet & active 3 yr. old daughter, Lexi Marie* Proud Victoria, TX native, where I enjoy serving the community in a variety of ways* We enjoy spending time together with our dear family & friends * Like to spend the rest of our free time travelling & experiencing the great outdoors * Physical fitness & nutrition are also an important part of our lives.
Community Participation:My family & I actively support several organizations close to our hearts:* Victoria Professional Express Network, a local chapter of ABWA (served as President 2011-12) * Victoria Chamber of Commerce (serving as an Ambassador) * American Cancer Society/MD Anderson/St Judes Children's Hospital * American Heart Association * Victoria Zoo * University of Houston-Victoria * Victoria College.
SEE IMPORTANT DISCLOSURES: Ameriprise Financial Services, Inc. is a broker-dealer and member of FINRA. Comments and "likes" should not be considered representative of client experiences, or indicative of future performance or success. While I appreciate the support of my clients, I cannot accept Recommendations or Endorsements due to Investment Advisers Act of 1940 rules which prohibit me from publishing a testimonial of any kind concerning the investment advice, analysis, reporting or other services I provide. For your privacy, please don’t post account or service-related information on this page. Instead, contact me directly. Please visit www.ameriprise.com/social for more important disclosures and information.