KARI L. DOUGLAS
CFP®, CRPC®, ChFC®, APMA®
Financial Advisor | Echelon Wealth Partners
A private wealth advisory practice of Ameriprise Financial Services, Inc.
WHEN YOU HAVE THE RIGHT FINANCIAL ADVISOR, LIFE CAN BE BRILLIANT.
Kari Douglas of Echelon Wealth Partners is a Financial Advisor who strives everyday to inspire the clients she works with to help them plan to achieve all of their dreams, goals and aspirations by providing a comprehensive approach with creative solutions and strategies in wealth creation and preservation. She possesses the capabilities and resources to provide customized recommendations and support for tax strategies, estate planning strategies, investments and retirement income planning. Through this comprehensive approach, she helps her clients feel more confident in their financial future and well-being. She translates her clients’ dreams into plans with purpose. Whether you are focusing on retirement income planning, protection needs, or small business planning, she will work with you to find the right financial solutions to help you bring your own unique goals and dreams more within reach.
If you are the type of person seeking an inspirational, life-changing collaboration with a financial advisor, please call Kari to schedule an appointment.
4115 26th Street NW, Suite 100 | Rochester, MN 55901 | 507-281-4341 | 800-396-8363
firstname.lastname@example.org | ameripriseadvisors.com/kari.2.douglas | CA Insurance #OF39661
Ameriprise Financial cannot guarantee future financial results. Ameriprise does not offer tax or legal advice. Consult your tax advisor or attorney. Investment advisory services and products are made available Ameriprise Financial Services, Inc., a registered investment adviser. Ameriprise Financial Services, Inc. Member FINRA and SIPC. © 2017 Ameriprise Financial, Inc., all rights reserved.