Financial Planning

Ameriprise  Financial
Matthew Fallon
333 Earle Ovington Blvd. Suite 1010
Uniondale NY 11553
Phone: 516-228-0100 x214
Fax: 516-228-0101
Website: http://www.ameriprise.com/
Email: matthew.j.fallon@ampf.com

$100 off Annual Financial Planning Fee and Free Education Workplace Seminars.

In association with Ameriprise Financial Matthew CFS, CRPC, AAMS is offering a Workplace Financial Planning program designed to help you achieve your financial goals.

Ameriprise Financial offers a unique and collaborative Dream> Plan> Track> approach to financial planning that can help you incorporate your total compensation –your pay retirement and health and welfare benefits – into your overarching financial dreams, from your child’s college education to how you will reinvent yourself at retirement.

The financial planning program is supported by financial education designed to provide value and insight. Periodic seminars and one-to-one consultations will provide information on relevant financial topics. Matthew Fallon will help you plan for retirement develop investment strategies, save for education expenses, manage your taxes more efficiently and protect what matters most to you. He can also help in the area of Small Business financial Planning such as 401(K) implementation or charge, buy/sell agreements, key person insurance, health insurance, or cash flow management.

If you decide to start a planning relationship with Matthew Fallon you will receive $100 off your initial annual financial planning fee.

If you decide you would like to provide educational seminars to your employees around general financial planning concepts Matthew Fallon will provide those seminars Free of charge.