Jennifer Trembley is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ameriprise Financial in Thornton, CO and the surrounding communities.
I am committed to listening to my clients and I strive to be someone they feel comfortable talking with. I take the time to understand the financial concerns my clients carry with them. I bring my financial knowledge and experience to provide understandable solutions that address all types of financial needs through all phases of my clients' financial lives. You can feel confident that the advice I provide will reflect your personal dreams and goals.
Areas of Focus:
• Retirement Planning Strategies
• Tax Planning Strategies
• Wealth Preservation Strategies
• Retirement Income Strategies
• Women's Financial Strategies
• Intergenerational Planning
• Small Business Estate Planning Strategies
• Charitable Giving
• Domestic Partner Planning
Intergenerational planning for families and closely-held small businesses. Most people want to leave a personal legacy behind that supports their personal values and perhaps family traditions; and their wealth may become part of the legacy. I am willing to help you bridge the gap between the generations by starting the conversation, because an honest and deliberate conversation now can lead to a more seamless transition later. By planning, we may improve the odds of creating longevity of your assets through multiple generations; and we may make the conversation less about simple wealth transfer and more about legacy planning as a whole.
I believe in offering a holistic approach to helping you plan for your financial future. In the same way, I work with clients and their families across multiple generations to offer strategies to help build and sustain wealth and establish legacy.
I specialize in everything from working with children of clients to help them learn financial basics like budgeting, paying off student loan debt and beginning to save, to assisting parents of clients with estate planning strategies entering and thriving in retirement and helping ensure they are prepared for the expected and unexpected.
I offer you and your loved ones personal financial advice and a broad range of solutions to help you live your best life, now and in the future.
With the right financial advisor, life can be brilliant.
Financial Planning After the Loss of a Loved One
When a loved one passes, the last thing you should have to worry about is financial matters. The unfortunate reality is; however, that getting started on settling financial matters quickly is essential in order to work through potential tax and financial implications.
You may not know all the things that come next or even where to begin, and that is okay. I can help you alleviate some of the financial worries that result after the loss of a loved one and take the next steps alongside you as your family’s personal financial advocate now and in the years to come.
First and foremost, I want to help you to focus on what is most important—grieving your loss.
My husband, JC and I have been married for 18 years and have two sons, Deagan (11) and Lincoln (3). We feel fortunate to live in beautiful Colorado where we enjoy the outdoors in our own backyard and are often accompanied by our dog, BooBoo. In the Winter, Deagan is an avid skier that is eagerly exploring double black diamonds and the terrain park. In the Summer, Deagan loves paddle boarding, biking, camping, swimming, Rockies games, and cheering for his dad at softball. Lincoln is along for the ride wherever we go and whatever we do, even hiking. We are all so in love with him and Deagan loves being a big brother.
I strive to help my local communities and charitable organizations in any way possible. I am always open to new ways that I may help, especially in regards to education in finances. I volunteer with several local non-profits including the Evelyn Brust Foundation and the Financial Planning Association of Colorado. I also participate on the MoneyLine9 panel on Channel 9 News. I am currently a Board member of the Women's Estate Planning Council (WEPC) My passion is helping multiple generations of families with their planning process. I look to find ways we may improve their odds of creating longevity of assets through multiple generations.
Awards & Recognition:
Five Star Wealth Manager, 2012-2016
Ameriprise Circle of Success, 2007
• CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
• APMA® Accredited Portfolio Management Advisor
• ChFC® Chartered Financial Consultant
• CRPC® Chartered Retirement Planning Counselor
• CDFA® Certified Divorce Financial Analyst
• Business Financial Advisor
• Insurance Specialist
• University of Pennsylvania
• College for Financial Planning
• The American College Professional
• Financial Planning Association
• Financial Planning Association of Colorado
• Women's Estate Planning Council
Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal. Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together.
What to expect:
Professional help in clarifying your financial goals and priorities If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives Accurate information about our tailored solutions, including risks, benefits and costs
What to bring:
A list of any questions you have regarding your current financial situation Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals.
Ameriprise Financial Services, Inc. is a broker-dealer and member of FINRA. Comments and "likes" should not be considered representative of client experiences, or indicative of future performance or success. While I appreciate the support of my clients, I cannot accept Recommendations or Endorsements due to Investment Advisers Act of 1940 rules which prohibit me from publishing a testimonial of any kind concerning the investment advice, analysis, reporting or other services I provide. For your privacy, please don’t post account or service-related information on this page. Instead, contact me directly. Please visit www.ameriprise.com/social for more important disclosures and information.
Trailblazing travel writer Eugene Fodor once said, “You don’t have to be rich to travel well.” As true as that statement may be, taking a trip...Read More >
With the pressures we face on the job, very few of us think about reviewing every benefit we get from our employers – unless something goes...Read More >
It's never too early for military personnel and their families to start talking about the right financial steps to make when returning home.One...Read More >
When planning for retirement, all possible risks must be considered and evaluated. One of the most commonly overlooked is the potential need...Read More >