Gigi L. Brannan

Sage Advisor Group

APMA™, BFA™ , CKA®

Facebook LinkedIn Other

A private wealth advisory practice of Ameriprise Financial Services, LLC152 3rd Ave S, Ste 103A, Edmonds, WA 98020

Broker Affiliation: Ameriprise Financial Services, Inc.

Languages: English

Our 7 Steps to Financial Planning

Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.

Summarized from the CFP® Board's Practice Standards. cfp.net

Disclosures

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP certification mark (with plaque design) in the U.S. 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.

This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.

FINRA BrokerCheck SEC Investment Adviser Public Disclosure