Scott Serfass - Ameriprise Financial Services, Inc. About
Family wealth is not self-perpetuating. Without careful planning, its possible for the success of a family to dissipate in a matter of a generation or two. This classic rags-to-riches-to-rags proverb recognizes that family wealth is difficult to maintain through multiple generations as not only financial, but human and intellectual capital can fade along the way. Many clients want to create a legacy that helps their children and grandchildren use wealth responsibly and according to what the family finds important. I can work with you to build a plan for your financial legacy with the goal of creating something unique that tells your story for generations to come. My process: 1. Plan for you “ First I focus on your future by helping you build a plan around the four cornerstones - cash management,protection, taxes and investments. 2. Plan for your children “ The next focus is working with you and your attorney to build an estate and wealth transfer plan with you and your children to help reduce the potential burdens of taxes and probate, while carrying out your wishes thoughtfully. 3. Plan for future generations “ Lastly, I focus on your plan addressing the resources needed to pursue happiness of future generations. This may include providing resources for implementing an annual family meeting, creating your familys coat of arms, and building the future leaders of your family. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
Scott Serfass - Ameriprise Financial Services, Inc. Services
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Scott Serfass - Ameriprise Financial Services, Inc. FAQ
Scott Serfass - Ameriprise Financial Services, Inc. where ?
Scott Serfass - Ameriprise Financial Services, Inc. at 13830 Ballantyne Corporate Pl, Charlotte, North Carolina 28277
Scott Serfass - Ameriprise Financial Services, Inc. phone number ?
Scott Serfass - Ameriprise Financial Services, Inc. phone number 7049166897
Scott Serfass - Ameriprise Financial Services, Inc. contact ?
You can call at 7049166897.You can fill out the form at ameripriseadvisors.com.
13830 Ballantyne Corporate Pl zip code ?