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!
Resources:
Connect with Jonathan Kuttin:
- jonathan.s.kuttin@ampf.com
- joseph.greco@ampf.com
- kuttinwealthmanagement@ampf.com
- (631) 770-0335
- Toll-free: 800-445-4595
- Kuttin Wealth Management
- LinkedIn: Jonathan Kuttin
- Facebook: Kuttin Wealth Management
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