Coldicott, Jason A

Write a Review248-924-9100

OPEN NOW - Closes at 5:00pm

The advisor listed is an Ameriprise financial advisor in Pleasant Ridge. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. I focus on providing clients more balance, harmony, confidence and control for their financial futures, while addressing financial risks that may occur along the way. My core philosophy is that "prescription without diagnosis is malpractice." This belief forms the foundation of my comprehensive planning process. I help guide clients financially through some of life's biggest transitions which may include starting a family, funding education, funding retirement or coping with the challenges of dealing with parent's long term care or estate needs. Based on your goals and objectives, I look to deploy unique perspectives and protocols to create strategies and reduce unnecessary stress. I believe in helping clients invest their assets wisely and plan for the certainty of uncertainty, whether it is disability, illness, or unexpected financial burden that may come along with taking care of their children and parents simultaneously, medical expenses and/or funeral costs. I work with clients to ensure their plan focuses on their objectives and goals not just for today but for their financial journey ahead. I provide a financial roadmap, a regularly-calibrated GPS and feedback along the way. I passionately believe that clients want to focus on the planning process itself, where the products are tools to support their objectives. If you are looking for more than just a place to store and transact your money and need someone focused on your family and business interests, contact me today.