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The foundation of Ameriprise financial planning is a personal
relationship between you and your advisor. Our unique and
collaborative Dream> Plan> Track> ® approach to financial planning
starts with your dreams, not just the numbers.
I will work with you regularly to take action to update
your plan as your needs and dreams evolve, recommending products and
services that are right for your situation. I will get to know you
and your dreams, and because our relationship is not just a one time
meeting but ongoing I can help make all the difference in your plan,
your life and your ability to achieve your dreams. You will have
greater peace of mind knowing that you have a plan in place as your
life changes. As your priorities evolve over time, I will work with
you and revise your planning strategies to help meet your evolving
needs.
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.
http://www.ameripriseadvisors.com
1400 Urban Center Dr
Ste 420
Birmingham, AL 35242-2222
Clark Financial Advisors
Clark Financial Advisors has designed two long term equity programs,
which seek to benefit from the strength of the American economy.
Both investment programs invest in the domestic and international
equity markets through the use of no load mutual funds. A brief
description of each program follows:
The Thoroughbred Program
The Thoroughbred Program is created with no load mutual funds and
index shares that allow the investor to participate in various
investment sectors of the market. The Thoroughbred analysis program
is based on performance, manager tenure,fee structure, comparative
index analysis, and turnover ratio in the portfolio. We design
portfolios that seek sound returns with a minimal degree of tax
liability.
Clark Financial Advisors was established in 1983 with the goal of
helping clients to manage their personal finances and maximize their
financial security. Today the firm provides financial planning and
investment advice for business owners, executives, professionals and
families.
http://www.clarkfinancialadvisors.com/
Mailing Address:
P.O. Box 43828
Birmingham, AL 35243
Wesban Financial Consultants
Donna is the President and Chief Investment Officer for Wesban
Financial Consultants. She has over 25 years of investment
management and financial planning experience. Wesban's team approach
allows her extensive experience to benefit all clients.
Donna accumulated a wealth of real world business experience prior
to joining Wesban. Her background includes experience in education,
real estate and the supply industries.
In 1984 she joined Wesban as Office Manager and was responsible for
complete client relationship service and portfolio monitoring while
also managing firm technology and compliance.
Dr. Weston established Alabama's oldest unbiased, comprehensive
financial planning practice in 1977. Prior to that time, he served
as President of Southern Financial Advisors, an affiliate of
Southern Bancorporation. He was a financial development consultant
to the National YMCA (Great Lakes Region), a consultant with the
Council for the Advancement of Small Colleges, and a Fund Raising
Institute lecturer for the American College Public Relations
Association (CASE) and the American Alumni Council. Dr. Weston is a
past President of the Alabama Chapter, International Association of
Financial Planners, and a member of the Financial Planning
Association (formerly, the Institute of Certified Financial
Planners), the International Association of Financial Planners and
the National Association of Personal Financial Planners and a
founding board member of the Alabama Chapter of the National
Committee for Planned Giving.
Dr. Weston has served his community in the past as President of the
Downtown Kiwanis Club of Birmingham, a member of the Boy Scouts
Executive Board, the YMCA and Salvation Army Boards. He was
Vice-President of Samford University from 1970-1975. He has served
as a Deacon and continues to serve as Elder Emeritus at Briarwood
Presbyterian Church where he teaches Sunday School and Bible
classes. He also served on the Advisory Board of the Camping and
Recreation Ministry. He currently serves on the Advisory Boards of
Restoration Academy, Cornerstone Schools of Alabama and Trinity
Counseling Ministry of Birmingham. He served (2004-2006) as Vice
President of the Alabama Chapter of Freedoms Foundation of Valley
Forge.
http://www.wesban.com
1800 Providence Park
Suite 1800
Birmingham, AL 35242.
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