Jamie Hargrave-Ameriprise Financial Services, Inc.

100 Pringle Ave
Walnut Creek CA 94596

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Opening Hours

  • Mon: 10am-1pm
  • Tue: 10am-3pm
  • Wed: 10am-3pm
  • Thu: 10am-3pm
  • Fri: 10am-1pm

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The advisor listed is an Ameriprise financial advisor in Walnut Creek. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. My role is to advise busy professionals through consultative wealth management process with a focus on financial planning. This creates a foundation by which they can get their financial house in order with the goal of making their current profession optional. These clients generally have three primary concerns. First, preserve their wealth. They've accrued significant assets and are concerned about losing their wealth due to market volatility, lawsuits, or illness. I review the client's situation, so I can address this concern holistically through various strategies. Second, I offer strategies to help clients manage their taxes, specifically income and estate taxes. Few people want to pay more taxes than necessary and the real issue is finding strategies that can help reduce or eliminate those they can. My role is to recommend an approach for their situation. Finally, I address each client's personal interests and obligations. Many are concerned with three issues: First is making sure that their heirs are taken care of; second, they want to ensure they have medical coverage for their lifetime, beyond employment; third, that they have retirement distribution plan that takes into account their net worth and lifestyle costs. Through my discovery process, I review these issues and through strategies, I recommend solutions.