Don Grassi (Financial Advisor)

Finance Advice from a Financial Advisor!

In episode 24, we interview Don Grassi, a private wealth advisory practice of Ameriprise Financial Services, LLC.

Topics Covered in Episode:

  • How you can pick the right financial advisor and the difference between them

  • What questions to ask your advisor before hiring them

  • What questions a financial advisor will ask you during the initial meeting

  • Beer Review: Anheuser-Busch Natural Light

About Don: Don is a Financial Advisor with over 28 years experience. He specializes in Retirement Planning Strategies, Retirement Income Strategies, Retirement Plan Distribution, Investments, Family Finances, Wealth Preservation Strategies, Estate Planning Strategies, Tax Planning Strategies, Executive Compensation and Benefit Strategies. He believes it is important to stay focused on your financial goals and to make sound decisions based on current information, your long-term asset allocation and your risk tolerance.

Show Notes:

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