Monthly Archives: December 2021


6. The Ongoing Financial Planning Process After the First Year, Part 2

Financial planning can help you achieve your long-term financial goals for yourself and for your future generations.

In part two of this two-part mini-series, Jon Kuttin, CRPC ®, AAMS ®, AWMA ®, CMFC ®, CRPS ®, Private Wealth Advisor, discusses how an ongoing client-advisor relationship at Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC., helps you secure your financial future and cope with potential life uncertainties.

Jon discusses:

  • How the practice’s four seasons of advice help you remain financially proactive
  • How Kuttin Wealth Management helps clients remain deeply connected with advisors
  • Benefits of involving every member of your family in the financial planning process
  • Reasons to consult an advisor even if you feel you can manage your own finances
  • And more!


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