Once your investments reach $500,000, the way you manage your portfolio needs to evolve. Work with an EP Wealth Advisor who knows you and understands your goals to create a financial plan which prepares you to invest in the markets, and gives the proper context for your investments so you can make prudent decisions no matter where you are in the market cycle.

Many things in life don’t come naturally. When they don’t, we often rely on coaches to help us reach our potential. We know financial planning rarely comes naturally. That’s why we believe you deserve the commitment and dedication of a coach. And your money does too. The cornerstone of The Fusion Advantage is coaching-based financial planning. Just like a personal trainer can help with your physical endurance and a life coach may help you with emotional resiliency, we help our clients understand their financial personalities and behaviors so they can make smart money and investment decisions. As your coach, we help you set your goals, develop an action plan, identify ways to overcome obstacles and assess your progress over time. We do this by developing a genuine relationship with you based on trust. We communicate directly and honestly to help you create healthy financial habits that set you up to reach your goals, all while we encourage you, motivate you – and redirect you when needed so you stay on track. As you work toward your goals, life changes and you get older, our coaching changes too, to focus on what you need at that moment, while also keeping an eye on the long term.

Ameriprise Advisors do financial planning and provide advice to help you achieve your retirement goal, send children to college, develop a business, maintain adequate life insurance and other protection needs, as well as portfolio management and investment advice.

If you are like the people we work with, you are too busy to stay abrest of changes in tax laws, and financail markets. How to safely apply the information is our method of operation. We first look to understand the values behind your life. If we believe that we can serve you well, we will be your advocate for achievement of your financial objectives.