Aubrey L. Nestman, CRPC, Associate Vice President, Financial Advisor, Business Financial Advisor-An Ameriprise Financial Platinum Planning Practice has been awarded the 5 Star Wealth Manager Award by Texas Monthly for 7 consecutive years as well as The Million Dollar Round Table Top of the Table Award for 2015 & 2016.  She will consult with and partner with you for 1 year of Comprehensive Financial Planning with respect to short, term, long term, and life goals.  

Value up to $2000, depending on complexity

Consultation and 1 year of Planning includes:

Includes the following:

ü  Cash flow analysis & management

ü  Insurance needs analysis and outside policy review

ü  Life

ü  Long Term Disability

ü  Long Term Care

ü  Group Insurance Benefits

ü  Retirement accumulation & income strategies through the Confident Retirement approach ®

ü  Investment planning  with actively managed accounts

ü  Proactive Tax planning strategies

ü  Education funding

ü  Employee benefits planning

ü  Separation of service planning

ü  Estate planning review

ü  Coordination with outside professionals (CPA’s , Estate Attorneys, Real Estate)