Shaltis, Mary

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The advisor listed is an Ameriprise financial advisor in Decatur. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. I take a holistic approach to the financial planning process. My emphasis is on getting to know clients on a deep and personal level so I can understand their values and needs, as well as their financial situation and goals. By fostering these relationships and following through with high-quality advice and information, I help them create a tailored financial plan that focuses on helping them feel more confident and secure. Our team brings knowledge for this process in a wide array of strategies, including retirement income, asset management, socially responsible investing, protection planning, charitable giving, estate planning, education funding, tax planning, wealth preservation, domestic partner planning, and multi-generational advice for elder parents and young adult children.