Lori Leader Email & Phone Number

What you can expect when you work with me My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.When you work with me, you receive:1:1 financial advice based on your goals and needs.Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.Regular meetings to review your goals, progress and investments.Anytime access to your investments and digital tools to help you stay on track.Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.Areas of Focus:• Retirement Planning Strategies• Investment Management• Saving for Education• Sustainable and Responsible Investing• Cash Flow Management Strategies• Family Finances• Women's Financial Strategies• Social Security Retirement BenefitsPlease visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.CA Insurance #0B42062