Serving Our Seniors Magazine: January - March 2024

Understanding your goals is the first step in providing personalized financial advice to help you reach them. I take the time to know what you’re looking forward to, as well as what your challenges are, to help you build the financial future you want. Any financial advisor can know the markets. I know my clients. Not FDIC or NCUA Insured | No Financial Institution Guarantee | May Lose Value Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with plaque design) in the U.S. Ameriprise Financial cannot guarantee future financial results. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2023 Ameriprise Financial, Inc. All rights reserved. Marie T. Shultz CFP®, CRPC®, APMA®, CLTC® Financial Advisor CERTIFIED FINANCIAL PLANNER™ professional 1604 E Perkins Ave, Ste 109 Sandusky, OH 44870 Call me today to get started 419.624.0606 2