OffSite Client Review
A conversation to reconnect your financial life with the life you want to live. We’ll review what’s changed, revisit your priorities, assess your progress, and determine whether any adjustments are needed to keep your plan moving in the right direction.
1 hour
OffSite Client Review
A conversation to reconnect your financial life with the life you want to live. We’ll review what’s changed, revisit your priorities, assess your progress, and determine whether any adjustments are needed to keep your plan moving in the right direction.
1 hour
Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.
Confidentiality Notice: This email transmission and its attachments, if any, are confidential and intended only for the use of particular persons and entities. They may also be work product and/or protected by the attorney-client privilege or other privileges. Delivery to someone other than the intended recipient(s) shall not be deemed to waive any privilege. Review, distribution, storage, transmittal or other use of the email and any attachment by an unintended recipient is expressly prohibited. If you are not the named addressee (or its agent) or this email has been addressed to you in error, please immediately notify the sender by reply email and permanently delete the email and its attachments.
Terrie Amundson - Certified Financial Planner®
5754 Blackshire Path Inver Grove Heights, MN 55076
(651) 340-6197
Confidentiality Notice: This email transmission and its attachments, if any, are confidential and intended only for the use of particular persons and entities. They may also be work product and/or protected by the attorney-client privilege or other privileges. Delivery to someone other than the intended recipient(s) shall not be deemed to waive any privilege. Review, distribution, storage, transmittal or other use of the email and any attachment by an unintended recipient is expressly prohibited. If you are not the named addressee (or its agent) or this email has been addressed to you in error, please immediately notify the sender by reply email and permanently delete the email and its attachments.
Terrie Amundson - Certified Financial Planner®
5754 Blackshire Path Inver Grove Heights, MN 55076
(651) 340-6197