Kevin Mc Cauley is a financial advisor with Ameriprise in Muscatine, IA, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, delivered through a centralized consulting team in partnership with financial advisors like Mc Cauley.

Alan Raskie is a financial advisor with Ameriprise in Muscatine, IA, holding a Series 63 designation and 29 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, offering tailored 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 non-discretionary recommendations, primarily for clients with assets managed within Ameriprise accounts.