Financial planner Michael Jenkins – Private Wealth Advisor, Ameriprise Financial Services, LLC 1309 Kalmia Rd NW, Knoxville, TN 37909
Michael Jenkins is a dedicated Private Wealth Advisor at Ameriprise Financial Services, LLC, located in Knoxville, TN. With a focus on personalized financial planning, he specializes in helping clients navigate their financial journeys, from retirement planning to investment strategies. Whether you need assistance with budgeting, saving for future goals, or managing your portfolio, Michael is here to guide you. To learn more or to schedule a consultation, feel free to call him at (865) 982-2653 or visit his website for additional information.
Services Offered
- Comprehensive Financial Planning
- Investment Management
- Retirement Planning
- Tax Planning Strategies
- Estate Planning
How Engagements Work
During your initial consultation, Michael will assess your financial situation, discuss your goals, and outline potential strategies tailored to your needs. It's beneficial to bring along documents such as income statements, tax returns, and any existing investment information to help facilitate a productive discussion.
What to Expect
Clients can expect a collaborative and supportive approach as Michael works with you to develop a personalized financial plan. Regular check-ins and adjustments to the strategy ensure that you stay on track to meet your financial goals.
Getting Here
You can visit Michael Jenkins at Ameriprise Financial Services, located at 1309 Kalmia Rd NW, Knoxville, TN 37909. For directions, click here.
FAQs
- What is a Private Wealth Advisor? A Private Wealth Advisor provides personalized financial planning services tailored to individual needs, helping clients manage their wealth effectively.
- How can I prepare for my first meeting? It's helpful to gather your income statements, tax returns, and any investment documents to discuss your financial goals more effectively.
- What types of clients do you typically work with? Michael works with a diverse clientele, including individuals and families planning for retirement or managing investments.
- Are there any fees for your services? Fees may vary depending on the services provided. It's best to discuss this during your initial consultation.
- Can Michael help with estate planning? Yes, Michael can provide strategies and guidance for estate planning to help ensure your assets are distributed according to your wishes.
- How often will I meet with Michael? Meeting frequency is tailored to your needs, with regular check-ins recommended to monitor your progress.
- What if I have a financial emergency? In case of a financial emergency, it's advisable to reach out directly to discuss your situation and explore immediate options.
- Can I access my financial plan online? Yes, clients typically have access to their financial plans and investment accounts through secure online platforms.
Informational only — not legal, financial, or insurance advice.
Financial planner Michael Jenkins – Private Wealth Advisor, Ameriprise Financial Services, LLC
1309 Kalmia Rd NW, Knoxville, TN 37909
(865) 982-2653
https://www.ameripriseadvisors.com/Michael.D.Jenkins/
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