The advisor listed is an Ameriprise financial advisor in Scarborough. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. I strive to help professionals and families organize and manage their finances particularly for those who either lack the time or inclination to do it themselves. My service starts with a comprehensive review of your financial situation. Then together, we create a plan that helps answer key questions such as: When can I retire?, How long will my investments last?, or Will I be able to maintain my lifestyle when I retire?. Then we meet regularly to review your progress. I work with my clients to help them feel more organized, focused, and confident because they have a plan and an advisor who keeps them on track.