The investment and tax strategies used to distribute wealth in retirement are different than those used to accumulate wealth. And there are many decisions and variables that can impact your retirement income — which you may need for several decades.
Wealth advisors at Centennial Financial Services and Happy Investment Services a financial advisory practice of Ameriprise Financial Services, LLC, can help you review your retirement income resources, evaluate risk and consider tax-efficient withdrawal strategies.
As a valued customer of Centennial Bank and Happy State Bank, a division of Centennial Bank you can schedule a no-obligation, complimentary initial consultation with a wealth advisor at a convenient branch location or virtually for a goal-based retirement income conversation.
We have a business relationship with Ameriprise Financial Services to provide financial planning services and solutions to our clients. We are not an investment client of Ameriprise, but we have a revenue sharing relationship with them that creates a conflict of interest. Details on how we work together can be found on ameriprise.com/sec-disclosure.
Centennial Financial Services and Happy Investment Services is a financial advisory practice of Ameriprise Financial Services, LLC.
Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
Centennial Bank, Happy State Bank, a Division of Centennial Bank and Ameriprise Financial are not affiliated..
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
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