The advisor listed is an Ameriprise financial advisor in Blue Ash. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. We believe that helping people plan for their financial goals is just as important as helping them manage their investments. We take a comprehensive look at all of your finances, cash, debt, investments, protection and taxes to develop a financial plan. Legacy planning is also important. We can help you plan for a tax-efficient transfer of wealth to children, grandchildren and even charities.