Being prepared
JoLynne and Bob
My husband and I began working with our advisor, Rob¹, four years ago. Later, when my husband was diagnosed with stage 4 lung cancer, I called Rob and explained what the doctors had told us. I knew we needed to prepare financially and that Rob could help. In a matter of months we took care of things that commonly take a year or more — wills, trusts, revocable life insurance and other policies.² Rob took care of many things so my husband and I could spend time with our kids and grandkids. My husband died knowing his family would be taken care of, and that gives me a sense of comfort.
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² Neither Ameriprise Financial nor its representatives or affiliates provide legal advice. Consult with your attorney regarding specific legal issues.
Each client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, and is discussing his/her experience as a brokerage customer. The experience highlighted is not an advertisement for investment advisory services, may not be representative of the experience of other clients and is not a guarantee of future performance or success. As a client of Ameriprise Financial you may work with different advisors over time.