Geoff Koepp
Financial Advisor Planner

Ameriprise Financial

• http://www.ameripriseadvisors.com/geoffrey.t.koepp

I work with clients to holistically approach their finances. Too often we only work with specialist in one area and don't realize what opportunities we are missing right where we are. Are you coachable? Are you willing to learn? Are you to busy to really focus on what needs to be handled financially? Are you confused and don't know what steps to take next? Afraid you'll make a big mistake with your money and ruin your future? Let's visit and see what we can do to impact that!

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.

More people come to Ameriprise for financial planning than any other company. Areas of Focus *Investment Advice *Income Tax Planning Strategies *Retirement Planning Strategies *Small Business *Protection and Insurance *Charitable Giving *Saving for Education *Asset Allocation *Employee Stock Options *General Financial Planning *Retirement Income and Pension Planning

Listening, being present, and meeting folk right where they are!

I am looking for cross marketing partners. Lets grow our contacts and our business!