As a CFP®, CERTIFIED FINANCIAL PLANNER™ practitioner with Small and Associates Financial, Ryan Bartholomew works with busy, successful people to help them reach their financial goals.
“Many share in our first meeting that while they’ve done a good job at managing their finances, they feel their portfolios lack proactive management. This results in missed investment opportunities in the market,” says Bartholomew.
“Some people tell me they’re concerned that they have not saved enough money for retirement, and as a result, they may have to work longer. And others share that they are worried their family will not be taken care of if there’s an undue financial burden, such as an illness or premature death.”
36 Rahling Circle, Ste. 2, Little Rock
Small & Associates Financial, a private wealth advisory practice of Ameriprise Financial Services, LLC
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with plaque design) in the U.S.
Ameriprise Financial cannot guarantee future financial results
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
Ameriprise Financial Services, LLC, Member FINRA and SIPC.
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