Financial planner Walter Allen – Financial Advisor, Ameriprise Financial Services, LLC 3103 Devine St fl 2, Columbia, SC 29205

Services Offered

• Comprehensive Financial Planning
• Investment Management
• Retirement Planning
• Tax Planning Strategies
• Education Funding
• Insurance Review and Recommendations

Engagement Process

When you engage with Walter Allen, you can expect a thorough initial consultation to discuss your financial goals and current situation. This allows for a tailored approach to your financial planning. Be prepared to share details about your income, expenses, assets, and any existing financial documents.

What to Bring to Your Consultation

• Income statements (pay stubs, tax returns)
• Information on current investments and retirement accounts
• Details of any debts (mortgages, loans, credit cards)
• Estate planning documents (wills, trusts, etc.)

Helpful Links

For directions to the office, click here.

FAQs

What is financial planning? Financial planning is the process of setting goals, developing a plan to achieve those goals, and regularly reviewing your progress. How often should I meet with my financial planner? It's generally recommended to meet at least once a year, but more frequent meetings may be beneficial depending on your financial situation. What are the fees for financial planning services? Fees can vary based on services provided, but they are typically based on a percentage of assets managed, flat fees, or hourly rates. Can I engage a financial planner if I have a low income? Yes, many financial planners offer services tailored to individuals with varying income levels, focusing on budgeting and debt management. What is the difference between a financial planner and a financial advisor? A financial planner typically focuses on comprehensive financial planning while a financial advisor may focus more on investment management. How do I know if a financial planner is right for me? It's important to assess their qualifications, areas of expertise, and communication style to ensure they align with your financial goals. What can I expect during my first meeting? Your first meeting will likely involve discussing your financial situation, goals, and what services you need from your planner. Is my financial information kept confidential? Yes, financial planners are required to maintain confidentiality and protect your personal financial information.