Advisor photo for Michael Stewart

Michael Stewart

CFP®, AAMS

Financial Advisor
A financial advisory practice of Ameriprise Financial Services, LLC
  • Market volatility

    Stay on track with your financial goals during changing market conditions.
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  • Key tax considerations

    Review tax planning strategies throughout the entire year, not just during tax season.

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  • What I do

    I offer personalized financial advice based on your goals and provide an upfront overview of costs.
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

The Granny Process

Grannies are often the backbone to our success. Their homes are inviting, they give the best hugs and intriguing history lessons, and they never give up on us. Visiting them can be full of vivid memories of sights, sounds, and smells that we yearn to revisit.

Becoming part of our family as a client, we like to use what we call the Granny Process® to help you create lifechanging possibilities. Just like Granny, we are here to LISTEN, EDUCATE, and watch you FLOURISH.

We want to learn about what is most important to you and what your financial picture looks like. We listen to your current and future needs, goals and dreams, and we educate you on the investment tools and opportunities available to help reach you goals. Like a grandmother, we seek to push you in your desired direction while still holding you accountable.

Our greatest joy comes from watching you potentially reach your dreams of owning a second home, retiring early, paying for your children’s college, purchasing your dream car, or traveling the world. All of this contributes to our belief that financial self-sufficiency can be achieved by creating lifechanging possibilities.

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How you will generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence — for today and for tomorrow — to help you live out the retirement you’ve earned. Contact us or request a consultation to learn more about generating income in retirement.


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