Financial Advisor Panel: James Barr, Ameriprise

From http://www.ameripriseadvisors.com/james.b.barr/

My Philosophy

I possess the experience and qualifications to help you reach your financial goals.

As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.

Whether you’re looking for investment strategies, retirement income, funding for your child’s education, or estate or tax planning strategies, we’ll work with you on your terms. We offer a broad range of financial products and services including mutual funds and certificates, as well as brokerage services and financial planning. We also offer flexibility in the way you work with us: online, with the help of an advisor, or both. The choice is yours.

An example of some of the topics I cover are:
1. Cash and liability management
2. Unemployment Benefits
3. Severance
4. Supplemental Income
5. Expense Management
6. Insurance Protection
7. Retirement Plan Considerations
8. 401(k) Leave It or Roll It
9. Tax Considerations