At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life.
The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.
The path to financial confidence starts with your complimentary initial consultation with a financial advisor. It’s an opportunity for you to ask questions, talk informally about your goals and dreams, and get to know the advisor. Together, you’ll map out your journey using the Confident Retirement® approach. While every conversation is different, you can expect your financial advisor to cover some general information and get a sense of what it’s like to collaborate with your advisor.
After your initial consultation, you‘ll know the value a financial advisor can provide, the fees you may pay if you decide to work together and next steps.
To help prepare for this meeting, you should have a basic idea of your current financial picture and financial goals. How are things now? Do you have any concerns? What do you hope to accomplish in the next few years and longer term?
Meet your local Ameriprise financial wellness provider
Cheryl M Burbano
CFP®, MBA, Ph.D.
Financial Advisor, CERTIFIED FINANCIAL PLANNER™ practitioner
28943 State Rte 54
Wesley Chapel, FL 33543-3218
Cheryl M Burbano is a financial advisor with Ameriprise Financial Services, LLC, dedicated to helping employees like you become more financially confident. Working with an Ameriprise financial wellness provider means you’re working with an advisor who specializes in workplace benefits, retirement planning and can help you manage finances through different stages of life.
Ameriprise Advisors may only conduct securities business with residents of states in which they are properly registered. Please refer to FINRA’s BrokerCheck website for a list of those states.
CA Insurance #0K22623
Complimentary financial wellness consultation
Whether you’re planning to retire soon or just getting started, an Ameriprise advisor can help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.