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Amy Y

CFP®, Series 63

Carthage, MO

Ameriprise

Amy Yaryan Cole is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. for 15 years. Cole serves on the Board of Directors for the McCune Brooks Healthcare Foundation and is an advisory member of the Carthage Community Foundation. She also works as an independent expert witness. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement, combining research and modeling to provide tax-smart withdrawal strategies and income planning. The firm delivers these services through a centralized consulting team that partners with advisors to produce tailored recommendation reports.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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