Our team takes a unique and collaborative approach to financial planning called Dream> Plan> Track> ®. It starts with your dreams supported by a strategic plan that covers your needs based on your entire financial situation. Once GARDNER & ASSOCIATES establishes a firm direction, we work with you to provide solutions and help you take action. Together, we review and track progress toward your goals and adjust the strategy to reflect personal, economic, and tax law changes. We’ll create a financial plan and develop an ongoing relationship that helps you adapt to your changing needs and goals.
Because we work as a team, our practice offers depth and diversity in our combined skills and experience. You’ll enjoy the personalized service and one-to-one interaction with your advisor while also benefiting from the wider skill-set of the team as a whole. Our team is supported by professionals with backgrounds in many fields, so you’ll understand and feel comfortable with the guidance you receive and the strategy you develop with your advisor.
Areas of Focus:
Estate Planning Strategies
Retirement Planning Strategies
Women's Financial Strategies
Cash Flow Management Strategies
Saving for Education
Retirement Income Strategies
Wealth Preservation Strategies
Executive Compensation and Benefit Strategies
Retirement Plan Distribution
Tax Planning Strategies
Employee Stock Options
I am licensed and registered to conduct business in PA.
Based on licenses and registrations I hold, I may also conduct business in SC, FL, OH, MO, IL, CO, NJ, TX, VA, MD, CA, KY, NC, WV.
CA Insurance #0H75623
Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal.
Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together.
Ameriprise Financial Services, Inc. is a broker-dealer and member of FINRA. Comments and "likes" should not be considered representative of client experiences, or indicative of future performance or success.
While I appreciate the support of my clients, I cannot accept Recommondations or Endorsements due to Investment Advisers Act of 1940 which prohibit me from publishing a testimonial of any kind concerning the investment advice, analysis, reporting or other services I provide. For your privacy, please don't post account or service-related information on this page. Instead contact me directly.
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A Private Wealth Advisory Practice of Ameriprise Financial Services, Inc.