Advisor photo for Michael Stewart

Michael Stewart

CFP®, AAMS

Financial Advisor
Franchise Owner
A financial advisory practice of Ameriprise Financial Services, LLC
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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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A solid financial foundation only stays that way by protecting what fuels it

Everything from paying a mortgage to building wealth depends on your ability to earn money from your job. Protecting against the risk of becoming sick or injured and unable to work is essential to helping you feel confident about your financial future. It’s important to know the facts about protecting the foundation that fuels your lifestyle and supports other financial goals. Let’s talk about how together we can help protect your most valuable asset—your ability to earn an income.