Marc Hall

Getting ready for a baby? Ameriprise research shows 80% of parents start planning their finances early. But there’s more to think about beyond the basics.

If you’re thinking about growing your family, I'm here to help you feel more financially confident. Let’s talk about how to lay the groundwork for a secure future.

A 529 Plan has more flexibility than you might think, including helping your loved one save for retirement. Did you know there are many ways to repurpose unused 529 Plan funds — without penalty — even if your loved one does not go to college? Get in touch to discuss your options.