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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:
• A Primer on Medicare and Medigap Coverage
• Even In Tough Times, Grandparents Can Still Help Their Grandkids Get a Good Financial Start
• Thinking Ahead About Inflation? Here Are a Few Ways to Protect Yourself
• Even When a Spouse Dies, Debt Lives On
• Dementia Is Not Only a Family Matter; It's Also a Financial Matter
• It's a Good Environment for Roth IRA Conversions
• Consider Making an Estate Check-Up a Multi-Generational Family Matter
• Be Careful About Picking Beneficiaries for Your IRAs and 401(k)s
• Business Disaster Plan
• Charitable Gift Accounts
• Creating an Ethical Will
• ETFs and How They Work

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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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