Marshall, Bruce R, AGT

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The advisor listed is an Ameriprise financial advisor in Hunt Valley. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. I'm like a professional mountain guide assisting clients in moving toward their financial peaks or summits. Just as a climber would carefully plan for an excursion, we have a process to help individuals and families focus on their financial goals, implement solutions through a time-tested decision making process and plan for the certainty of uncertainty. (1) Dream It - help clients envision and define their specific goals and objectives, (2) Plan It - determine: primary and alternate routes, what's needed, the right time, risk tolerance, and required knowledge and information for decision making. Last, and equally important (3) Do It - execute, take action, go for it -nothing happens until somebody does something; but, it is also important to know when to stop, turn back or take evasive action in an emergency - this applies to mountaineering and finances alike.