Gregory Planck is a financial advisor with Ameriprise in Coral Gables, FL, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Planck also owns a business called Planck Wealth Management. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jeannine Garcia is a financial advisor with Ameriprise in Doral, FL, holding a Series 66 designation and 11 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets, providing detailed Recommendation Reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, non-discretionary advice, primarily for clients maintaining significant assets in Ameriprise-managed accounts.