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Your Personal Finance with Dr. Charles Ross

  • Broadcast in Finance
Dr Charles Ross

Dr Charles Ross

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Audrey Croft, CRPC® Financial Advisor/ Franchise Owner at Ameriprise Financial Services, Inc.

She holds several licenses: Life, Health, Accident, Variable Life, Variable Annuities, Series 65, 66 and Series 7 and is licensed and registered to conduct business in GA. And several other states as a financial advisor with Ameriprise Financial Services over 20 years. She operates a fee based financial planning practice in Roswell. Her practice specializes in a comprehensive approach to financial planning and workplace solutions. She helps simplify the lives of busy professionals through ongoing financial planning and wealth management services. She works closely with a team of CPA’s and attorneys to ensure that her clients receive the best possible advice available. She does three things:

help you plan for the things we know will happen (death and taxes).

help you anticipate and plan for the things we hope will happen (retirement, family education and legacy).

help you try to protect against the things you fear could happen (disaster, incapacity and early death with dependents/special needs.

 

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