Shannon Lutze - Ameriprise Financial Services, Inc.

740 Pilgrim Pkwy Ste 204
Elm Grove WI 53122
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Opening Hours

  • Mon: 9am-5pm
  • Tue: 9am-5pm
  • Wed: 9am-5pm
  • Thu: 9am-5pm
  • Fri: 9am-3pm

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The advisor listed is an Ameriprise financial advisor in Elm Grove. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. Whether we are introduced after you've retired orduring your transition, I will work with you to understand your needs,priorities and concerns. As you near retirement, my financial planning processhelps create a plan that identifies actionable steps to assist with a smoothtransition into retirement. I help ensure you are comfortable with yourdecisions and feel greater confidence in the security of your future. Duringyour retirement, your financial plan will include strategies for income tosupport your lifestyle and preparing for unexpected events. We will also adjustthe plan as your needs, lifestyle and the markets change. My approach matches well with individuals andcouples looking for a lifelong relationship with a professional, they can turnto when questions and changes pop up throughout the year, who value making informeddecisions and desire personalized strategies that can accommodate theirchanging needs. Working together I can help you make your evolving retirementvision a reality..................