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Alan B. Segal, CFP®, CIMA

Ameriprise Financial Services, Inc.

3600 Glenwood Ave
Suite 130
Raleigh, NC 27612
Phone: (919) 227-3168

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Annuities
  • Asset Allocation
  • Cross-border Planning
  • Career Change
  • Investment Management
  • Estate Planning
  • Mutual Funds
  • Getting Married
  • Job Loss
  • Real Estate
  • Insurance
  • Retirement
  • Long-term Care
  • Starting a Family
  • Succession Planning
  • Sudden Wealth
  • Nontraditional Households
  • Personal Taxes

 

How Planner Charges

Considerations: Total household assets under management, complexity of investment strategy, anticipated trade volume, service level desired

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.