MARSHFIELD, WI (OnFocus) – A new year often inspires a renewed commitment to setting and pursuing goals. For more than 51 years Lifescape Wealth (formerly Meyer, Meyer & Associates), an Ameriprise Financial Private Wealth Advisory Practice, has helped local families prepare for retirement, manage their wealth, protect their families from the effects of a health issue or premature death and provided advice to help clients achieve their goals as well as to provide income tax and estate planning strategies.
Specializing in areas including Financial Planning, Investments, Insurance, Retirement, Tax Planning, and Estate Planning, Lifescape Wealth is a local team of advisors dedicated to helping people not only be financially fit today, but for the rest of their life, and beyond.
“While most people set New Year’s Resolutions that typically address health and fitness goals, we recommend doing the same with your finances,” said David Meyer, CFP®, APMA®, Private Wealth Advisor. “We like to call it Financial Fitness. Starting at the beginning of the year, it gives you 365 days to review and reflect on your progress to keep you on pace to reach financial success. The hardest part is starting. Make your resolution to get financially fit today.”
Lifescape Wealth can assist with Financial Fitness in a variety of ways.
“Using our decades of knowledge, integrity, and expertise we can help you create a legacy for your family and community today, tomorrow, this year, and for generations to come,” added Tania Meyer, CFP®, Financial Advisor. “Much like our yards and closets need a spring cleaning annually, we can help you organize, clean up, and consolidate your finances into a manageable and pleasant scene that can easily assist you and your family members when questions arise.”
Lifescape Wealth specializes in Financial Planning with custom investment portfolios and investment recommendations tailored to each person and their specific situation.
“Viewing, managing, and understanding your Finances can be a daunting task,” said Brandon Meyer, CFP®, APMA®, Financial Advisor. “Research says 1/3 of adults understand basic financial concepts. We thrive on bridging that gap. Building trust and deepening our connection at every appointment is the basis of our mission. Start Financial Planning today, your future self will thank you.”
“Our team has been serving the area for over 50 years. We are focused on starting, growing, and maintaining a relationship with you and your family to help you achieve your goals,” added Kaylob Croston, APMA®, Financial Advisor.
To learn more, visit https://www.ameripriseadvisors.com/team/lifescape-wealth/
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Author: News Desk
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