Financial planner Shirley Myers – Financial Advisor, Ameriprise Financial Services, LLC 511 E Colfax Ave, South Bend, IN 46617

Shirley Myers, a Financial Advisor with Ameriprise Financial Services, LLC, specializes in providing comprehensive financial planning services to help you achieve your financial goals. Located in South Bend, IN, at 511 E Colfax Ave, Shirley is dedicated to guiding clients through the complexities of financial management. Whether you're looking for assistance with investment strategies, retirement planning, or financial advice tailored to your needs, Shirley and her team are here to help. To learn more or to schedule a consultation, call (574) 234-0023 or visit her official site.

Services Offered

Comprehensive Financial Planning
Investment Management
Retirement Planning
Tax-Optimized Strategies
Estate Planning

How Engagements Work

During your first meeting, you will discuss your financial goals and current situation. This helps in creating a personalized financial plan that aligns with your aspirations. Be prepared to share information about your income, expenses, assets, and liabilities.

What Documents to Bring

To make the most of your consultation, consider bringing the following documents:

Recent tax returns
Pay stubs or income statements
Statements for any investment accounts
Information on debts (loans, credit cards, etc.)
Retirement account statements

Disclaimer

Informational only — not legal, financial, or insurance advice.

Frequently Asked Questions

What should I expect during my first meeting?: During your first meeting, you will discuss your financial goals and gather important information to create a tailored financial plan.
How are your services charged?: Fees may vary based on the services provided and will be discussed during your consultation.
Can you help with retirement planning?: Yes, I specialize in retirement planning and can help you create a strategy to achieve your retirement goals.
Do I need to have a lot of money to work with a financial advisor?: No, financial advisors can assist clients at various financial stages, regardless of their current wealth.
What types of investments do you recommend?: Investment recommendations will be based on your individual goals, risk tolerance, and financial situation.
How often should I meet with my financial advisor?: Meeting frequency can vary; typically, reviewing your plan annually or semi-annually is beneficial.
Can you assist with tax planning?: Yes, I can provide guidance on tax-efficient strategies to help you minimize your tax burden.
What is the best way to contact you?: You can reach me by phone at (574) 234-0023 or through my official website.

Financial planner Shirley Myers – Financial Advisor, Ameriprise Financial Services, LLC
511 E Colfax Ave, South Bend, IN 46617
(574) 234-0023
https://www.ameripriseadvisors.com/shirley.j.myers/

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