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Jeanine C

CFP®, Series 63

Mandeville, LA

Ameriprise

Jeanine Cazaubon is a CFP®-designated financial advisor with Ameriprise, based in Madisonville, LA, and has 43 years of industry experience. She has been affiliated with Ameriprise Financial Service, LLC since 1983 and Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of her advisory role, she is involved as a member and manager of Mansa Musa Partners, an administrative and operational support business. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income advice, with an emphasis on assets held in Ameriprise-managed accounts.

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