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Reach your financial goals with confidence

What are you doing today to prepare for your goals tomorrow?

We take the time to understand what’s truly important to you — whether it’s saving for college, living the retirement lifestyle you choose, making smart investments or anything else.

The personalized financial advice we offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

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Events

Virtual Event: Economic Update featuring Russell Price with Barry Kruse

Join us for a virtual presentation on Thursday – Nov 21st, 2024.The event is complimentary. Below are details about the event.

Thursday, November 21st: 4pm – 5pm Central

Russell Price, Chief Economist for Ameriprise Financial will kick off our session with his insights on today’s economic environment. Price is frequently quoted in The Associated Press, Fox Business, Bloomberg News, BusinessWeek and Reuters and has appeared in many other national media outlets. He has been cited by Bloomberg Financial as a “Bloomberg Best” for being one of the most accurate economic forecasters in their benchmark consensus survey.

Additionally, Barry Kruse - Vice President, Global Head Franklin Templeton Academy with Franklin Templeton Academy will share perspectives and present Emotions, Expectations, & Economics. During this complimentary session, we’ll discuss how fear, the media, and the urge to time the markets influence investors’ emotions. Additionally, we’ll explore investors’ expectations during bull markets and their predisposition to think, “This time it’s different.” We’ll also look at three types of investors and their market expectations and will end the session with a brief overview of U.S. economic history by touring the last eight decades.

Registration Link: Ameriprise Virtual Client Event
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Honored to be recognized in Forbes

We’ve got some exciting news to share: Divisha Kapur has been named to the 2023 Forbes Best-in-State Women Wealth Advisors list. All of us at Divisha Financial Group couldn’t be prouder, as this achievement reflects our shared commitment to making a difference in our clients’ lives through a truly personalized experience. A sincere thank you to our clients for your continued trust and to Forbes for the recognition.