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About Us:
• Harv Ames, MBA, CFP®, AIFA®, ChFC, CLU
• Carl Amos Johnson, MBA, CFP®, AIF®
• Eline Ruediger, CFP®

Services:
• Financial Planning
• Investment Management
• Retirement Planning
• Estate Planning
• Tax Planning
• Education Planning
• Fiduciary Analysis & Reviews

Articles:
• Business Disaster Plan
• Charitable Gift Accounts
• Creating an Ethical Will
• ETFs and How They Work
• Kids Involved in Saving for College
• Losing Your Inheritance to Uncle Sam – or Others
• Making A Home Senior Friendly
• Market Volatility Shouldn’t Rattle a Good Financial Plan
• Pension Protection Act of 2006 Promotes Savings, Protects Pensions
• Thinking about an HSA
• Using an ELC – Think Again
• Financial Planning

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Frequently Asked Questions:
• How is Ames Planning different from other financial planners?
• What services do you offer?
• How long have you been advising clients?
• What is your client retention rate?
• What is the minimum that I need to invest?
• What is your fee?
• What is the difference between fee-only and fee-based financial advisors?
• What are the advantages of using a professional investment advisor?
• How do you choose investments?
• How will I know how my investments are performing?
• Do I need to worry about taxes on my investments?
• How do I get started working with you?

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