Joel L. Bird

About Joel L. Bird

My ApproachYou are more than just another face in the crowd.Your individuality is important, as are your financial goals. That\'s why I take the time to truly understand what matters most to you.I can assist you in preparing for whatever life may bring — whether it\'s expected or not — with personalized guidance designed just for you. Ameriprise holds the top rating in the investment industry for trust.Every client matters to me. Together, we will work side by side over time to help you achieve your most significant goals. Let me empower you to live with more financial confidence and control.Areas of Focus- Retirement Planning Strategies- Retirement Plan Distribution- Tax Planning Strategies- Retirement Income StrategiesI also value personal connections, and my interests include- Spending quality time with friends and family- Enjoying good food- Exploring microbrews- Traveling to new places- Attending my children\'s sports and school events

Experience

1. CEO and Private Wealth Advisor

   Ameriprise Financial Services, LLC

   Jun 2000 — Present

   Legacy Financial Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC.Do you worry that inflation, taxes or other unforeseen factors may diminish your hard-earned assets? Using our exclusive Confident Retirement® approach, I help my clients plan by recommending thoughtful asset management strategies, proper insurance coverage and solutions for long-term care costs. I also offer estate planning strategies that can help mitigate the effects of taxes, and exit and succession strategies from businesses. My practice is dedicated to helping clients feel more confident about preserving their wealth so they can be free to live life brilliantly.

Education

• The University of North Dakota

  Bachelor of Accountancy

  1990 — 1999

Skills

• Customer Service
• Risk Management
• Ability to Listen
• Small Business Planning
• Community Service
• Employee Benefits
• Marketing
• Skilled Communicator
• Insurance Broker/Agent
• Ethical Character
• Protection Planning
• Leadership
• Education Planning
• Client Relationships
• Public Speaking
• Social Media
• Client Management
• Team Building
• Business Strategy
• Business Planning
• Strategy