Edward A. Wacks, CPA, CFP/ Ameriprise Financial / Financial Advisor in Plantation, Florida

I’m passionate about financial planning. At Ameriprise, our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. Working with you, I’ll take the time to understand every aspect of your current financial situation, listen to your dreams and aspirations and explain your options to help you make informed choices. I’ll create a plan to help accomplish your short and long-term goals and provide an ongoing review of your plan to help keep you on track as your financial situation and needs change. My goal is to provide you with personalized financial planning over time that starts with you, not the numbers.

Specialties

401K Consulting 403B Plans Annuities & Life Insurance Asset Protection Business Planning Certified Financial Planner CFA CFP ® Charitable Giving Charitable Planning College Planning Comprehensive Financial Planning Corporate Bonds CPA Debt Management Disability Income & Long Term Care Insurance Divorce Planning Estate Planning Family Financial Planning Fiduciary Income Tax Planning Independent Investment Advisor Investment Consulting Investment Services IRA Legacy Planning Middle Income Mutual Funds Passive Investment Strategies Pension Plan Design & Management Professional Wealth Management Retirement Distribution Plan Retirement Planning Socially Responsible Investments Special Needs Planning Stocks Sudden Money Institute Advisor Sustainability Synergistic Portfolio Planning Wealth Management Women's Issues