Financial planner Tom Moss – Financial Advisor, Ameriprise Financial Services, LLC 14120 Ballantyne Corporate Pl #325, Charlotte, NC 28277

Services Offered

• Investment Management
• Retirement Planning
• Wealth Management
• Financial Planning
• Tax Planning Strategies

How Engagements Work

During your initial consultation, you’ll discuss your financial goals and objectives. Tom will assess your current financial situation and provide recommendations tailored to your needs. It's helpful to bring relevant documents such as income statements, tax returns, and investment account statements to ensure a productive meeting.

What to Expect at Your Consultation

Expect a welcoming environment where your financial concerns will be taken seriously. Tom will ask detailed questions to understand your financial landscape and aspirations, allowing for a comprehensive financial strategy to be developed.

FAQs

• What types of clients do you typically work with?
  We work with individuals and families seeking to enhance their financial wellness and achieve their financial goals.
• How do you charge for your services?
  Fees can vary based on the services provided and the complexity of your financial situation; we will discuss this during your consultation.
• Can you help with tax planning?
  Yes, tax planning is an integral part of our financial services, helping you maximize your savings and minimize liabilities.
• What is the process for creating a financial plan?
  We begin with an in-depth assessment of your financial situation followed by goal setting and strategy development.
• How often should I review my financial plan?
  We recommend reviewing your plan at least annually or whenever significant life changes occur.
• What documents should I bring to my consultation?
  Bring your income statements, tax returns, investment account statements, and any other relevant financial information.
• Are there minimum investment requirements?
  Minimums can vary based on the services you choose; we will discuss this during our meeting.
• Can you assist with retirement planning?
  Absolutely! Retirement planning is one of our primary areas of focus to help you secure your future.