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Richard H

CFP®, Series 63

Lake Charles, LA

Ameriprise

Richard Hinton is a CFP® with 41 years of industry experience, currently serving as a financial advisor at Ameriprise in Lake Charles, LA. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service designed for individuals with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

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

Series 63, Series 65

Lake Charles, LA

Ameriprise

Steven Rice is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. Outside of his advisory work, he is involved in multi-family real estate ownership. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet specific asset criteria, providing tailored Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm serves a broad client base with advisory, brokerage, and insurance solutions, utilizing algorithmic tools and research to support retirement income planning.

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

Series 66

Lake Charles, LA

Ameriprise

James Mulvey is a financial advisor with Ameriprise in Lake Charles, LA, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliated firms since 2013. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored Recommendation Reports and ongoing advice focused on income stability and tax-aware withdrawal strategies.

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

Series 66

Lake Charles, LA

Ameriprise

Dylan Breaux is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and three years of industry experience. His prior roles include work at the PE Training Center and TWFG Kelly Lee Insurance. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service designed for clients approaching or in retirement, delivering tailored recommendation reports and ongoing planning focused on dependable income and tax-aware withdrawal strategies.

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