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BRONZE SPONSOR
BRONZE SPONSOR
Do you have a tax strategy that supports your retirement?
Whether you’re just starting to plan for retirement or you need to adjust your plans once you get there, you need a smart tax strategy that meets your evolving priorities. Along with your trusted tax professional, I’m here to help you create a tax diversification strategy that supports the life you’re living today and reflects the life you want tomorrow.
Joshua B. Cothran, CFP®
Financial Advisor Managing Director
205.967.2627
2501 20th Place South, Suite 400, Birmingham, AL 35223 joshua.b.cothran@ampf.com ameripriseadvisors.com/joshua.b.cothran
Not FDIC or NCUA Insured | No Financial Institution Guarantee | May Lose Value
AR license #6797498
5 out of 5 Client Satisfaction Rating based on 34 of reviews as of 5/30/2024: Each client has the opportunity to rate a practice based on the client’s overall satisfaction with the practice, on a scale of 1 to 5. The practice’s Client Satisfaction Rating is an average of all client responses for that practice within a rolling 24-month period, and is updated daily. There is no minimum number of responses required for a practice to receive a rating.
Ameriprise Financial, Inc., and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and CFP (with plaque design) in the U.S.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2024 Ameriprise Financial, Inc. All rights reserved.
Client Satisfaction Rating
93rd Annual Convention | July 4 - 7, 2024 | Jacksonville, Florida 37