Ilene Brostrom, CFP

My Approach:

I strongly believe that financial planning and an ongoing relationship with a financial advisor are the most valuable investments you can make. I ask targeted questions and listen to my clients' dreams and goals. Then we work together to develop appropriate and manageable plans that build on what they've already worked hard to create. These plans are reviewed regularly and adjustments are made so they continue to work well into the future.

Qualifications:

--CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

--MBA Master of Business Administration

Areas of Focus:

--Retirement Planning Strategies
--Retirement Income Strategies
--Tax Planning Strategies
--Estate Planning Strategies
--Investments
--Retirement Plan Distribution
--Wealth Preservation Strategies
--Saving for Education

Working Together:

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.

What to expect:

--Professional help in clarifying your financial goals and priorities
--If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives
--Accurate information about our tailored solutions, including risks, benefits and costs

What to bring:

--A list of any questions you have regarding your current financial situation
--Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention
--A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.

Ilene S Brostrom is licensed and registered to conduct business in MD.
Based on licenses and registrations I hold, I may also conduct business in WA, AZ, CT, VA, SC, AL, NV, CA, TX, IL, PA, NJ, MA, UT, KY, NY, OR, NM, DE, FL, WV, MO, NC, GA, DC, OH, MT, MN, MI, CO.
CA Insurance #0G29300

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 Recommendations or Endorsements due to Investment Advisers Act of 1940 rules 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. Please visit www.ameriprise.com/social for more important disclosures and information