Ameriprise Financial wants to give you a complimentary opportunity to review ways they might help you plan and manage your financial future.They also have agreed to donate funds on your behalf to Familyworks! Ministries when you give them this opportunity!
Licensed financial advisor Jon Sullivan will meet with you for an hour either at your home or at his office. During this meeting you can determine if financial planning services would be beneficial for you and your family.
FamilyWorks! is excited to have negotiated this arrangement with Ameriprise for our supporters and friends. It not only helps us fund the work of our mission, it could help benefit your own financial future as well!
Our agreement with Ameriprise will expire so we encourage you to take advantage of this arrangement at your earliest convenience.
How to Participate:
If you present a copy of this page or mention FamilyWorks at the time of the meeting, Ameriprise will donate $60 to FamilyWorks! Ministries on your behalf even if you decide that financial management advice doesn’t make sense for you at this time. They simply want an opportunity to earn your business!
However, if you find Jon’s services valuable and do hire him for financial planning, Ameriprise will add another $40 to the donation, bringing the total donation to $100!
Jon Sullivan, CRPC®
Schmitt, Sullivan and Associates, a financial advisory practice of Ameriprise Financial
Ameriprise Financial Services, Inc.
10200 SW Greenburg Road 5 Lincoln, Suite 360 Portland, Oregon 97223-5510
California Insurance license #0H94553