hs&c wealth management brochure 2016

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Page 1: HS&C Wealth Management Brochure 2016

ameripriseadvisors.com/team/hs-c-wealth-management/

Page 2: HS&C Wealth Management Brochure 2016
Page 3: HS&C Wealth Management Brochure 2016

HS&C Wealth Management is a private wealth advisory practice of Ameriprise Financial Services, Inc. We serve clients in several locations across West Michigan. With a large team of knowledgeable professionals, our advisors are supported by a staff of 14 team members. At HS&C Wealth Management we are proud to have a Financial Planning Specialist, Kevin Rygg, who is a Chartered Financial Analyst® (CFA®). Other members of our team include registered paraplanners, financial planning assistants, a client service manager, client service coordinators, administrative assistants, a receptionist and a marketing manager. Check us out online at ameripriseadvisors/team/hs-c-wealth-management/.

Meet the Team

ameripriseadvisors.com/team/hs-c-wealth-management/

Page 4: HS&C Wealth Management Brochure 2016

Learn about what we can do for you...

Page 5: HS&C Wealth Management Brochure 2016

Our mission at HS&C Wealth Management is to simplify our client’s lives by providing an experienced advisor who is caring and knowledgeable of choices available in a complex world. We strive to enrich our clients through close collaboration with their professional advisors.

We have advisors that specialize in the following services:

Retirement Planning StrategiesWealth Preservation StrategiesEstate Planning StrategiesSaving for EducationInvestmentsTax Planning Strategies

ameripriseadvisors.com/team/hs-c-wealth-management/

Page 6: HS&C Wealth Management Brochure 2016

RETIREMENT PLANNING STRATEGIES Setting aside a portion of each paycheck is a good start, but being confident that you’ll be able to retire when you want and how you want takes a well thought out plan. Our financial advisors can help you build a strategy that puts your retirement dreams more within reach. We work with you to make any necessary changes as you get closer to your goal.

INVESTMENTS We have access to a full line of investment products and services, from individual stocks and bonds to mutual funds, ETFs, managed accounts and more. Talk to one of our financial advisors today about the full suite of products we have available to you.

TAX PLANNING STRATEGIES Tax Day is never fun, but with good planning and sound strategies, our advisors can help you make sure your portfolio is growing as tax-efficiently as possible. We believe in paying your fair share, but why give more to Uncle Sam than you need to? We will work to help you develop strategies to use tax-deferred and tax-free accounts efficiently.

Ameriprise Financial and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

Page 7: HS&C Wealth Management Brochure 2016

ESTATE PLANNING STRATEGIES It’s great to be able to leave a legacy, but do you want the IRS to be your biggest beneficiary? Without sound planning beforehand, that could be the case. Our financial advisors will help you put strategies in place so your loved ones and favorite charities are the largest recipients of your generosity.

Our Services

WEALTH PRESERVATION STRATEGIES You worked hard for your money, now it’s time for your money to work hard for you. Work with one of our advisors to balance a suitable amount of risk and return to help ensure that your money lasts as long as you need it to.

SAVING FOR EDUCATION The cost of a college education is rising at a rate that could make it unattainable to many. If you would like to bring the cost of higher education into closer reach for the next generation of your family, there are solutions available. We can help you pick the one appropriate for you and your family. Start early. We all know how fast the time goes by.

Page 8: HS&C Wealth Management Brochure 2016

Rick L. Gundy, CRPC®

Financial [email protected] Louis Street NW, Suite 510Grand Rapids, MI 49503

Daniel S. DeWitt, CFP®, MBAFinancial [email protected] Lake Michigan Drive NWGrand Rapids, MI 49534

Daniel J. Healy, CRPC®

Financial [email protected] S. Lafayette StreetGreenville, MI 48838

Steven A. Campbell, CFP®

Financial [email protected] N. Court StreetMount Pleasant, MI 48858

Timothy N. Caywood, CFP®, MSFS, CLU®

Financial [email protected] Northland Drive NE, Suite BRockford, MI 49341

Randal J. Filbrandt, CPAFinancial [email protected] S. Harvey StreetMuskegon, MI 49444

Call us toll-free at 855.885.1644

Page 9: HS&C Wealth Management Brochure 2016

Our Advisors

Barbara C. Robbins, CFP®

Financial [email protected] Louis Street NW, Suite 510Grand Rapids, MI 49503

Cory R. PreussFinancial [email protected] S. Lafayette StreetGreenville, MI 48838

Randal J. Filbrandt, CPAFinancial [email protected] S. Harvey StreetMuskegon, MI 49444

James M. TietemaFinancial [email protected] S. Harvey StreetMuskegon, MI 49444

Jack G. Hendon, CRPC®, CPA, PFSPrivate Wealth [email protected] W. Main StreetFremont, MI 49412

Page 10: HS&C Wealth Management Brochure 2016

Grand Rapids

Big Rapids

Standale

Muskegon

Rockford

Mount Pleasant

Fremont

We serve clients across West Michigan.

Greenville

Ionia

Page 11: HS&C Wealth Management Brochure 2016

Find an advisor near you.

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HS&C Wealth ManagementA private wealth advisory practice of Ameriprise Financial Services, Inc.

Ameriprise Financial cannot guarantee future financial results. Ameriprise Financial and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame design) in the U.S.The Compass is a trademark of Ameriprise Financial Services, Inc.

Investment advisory services and products are made available through Ameriprise Financial Services, Inc., a registered investment advisor.Ameriprise Financial Services, Inc., Member FINRA and SIPC.© 2016 Ameriprise Financial, Inc., All rights reserved. 1431715ACMR0316