CA Insurance #0D04470

24 Years of experience

PASSING ON THE LEGACY OF MY GRANDPARENTS

I am the granddaughter of Dutch immigrants who taught me from an early age about the importance of making wise financial decisions. My grandparents lived a comfortable and active retirement in the early years and were prepared for the changes brought on by aging. Tough decisions were made as their health deteriorated, but their needs were covered until they passed away leaving a modest estate for my mom and her sister.

WHAT I DO

As a wealth advisor for successful individuals, I offer my experience and resources to provide a service tailored to their specific needs and desires. Each household has a unique set of circumstances, investor experience, personal vision of the future, financial resources and time line to consider. These considerations provide a basis to design and deploy a plan to reach their goals as we safeguard their wealth.

MY CLIENTS

My clients look to me for advice on how to grow, utilize and protect their assets with personalized solutions. They are looking for confidence in their financial future. They are engaged in the process, enlightened about the realities of market volatility, have a responsible mindset and a strong sense of purpose.

Using a developed and refined process I put the pieces of their puzzle together. With the Confident Retirement® approach we will cover four important financial principals:

• Covering essentials
• Ensuring lifestyle – today and tomorrow
• Preparing for the unexpected
• Leaving a legacy.

I would be happy to meet with you to discuss your experience and vision for the future. I will also share how I work with my clients and together we can decide if we are a good fit. You can reach my office to set an appointment or send me an e-mail through my website.

CALL, CLICK OR E-MAIL TO GET STARTED

Office – 916-635-7801
Website - https://www.ameripriseadvisors.com/michele.x.degeorge
e-mail – michele.x.degeorge@ampf.com

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