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James A. Bailey, CFP®, CPA

Ameriprise Financial Services, Inc.

4131 Spicewood Springs Rd
Ste I 5
Austin, TX 78759
Phone: (512) 527-9900 x 12
Fax: (512) 527-9912

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Household Income Minimum: $80,000
Investable Asset Minimum: $100,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Buying a Home
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Mutual Funds
  • Real Estate
  • Job Loss
  • Insurance
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Startup
  • Succession Planning
  • Long-term Care
  • Medical & Health Issues
  • Personal Taxes
  • Women's Finances

 

How Planner Charges

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