Simon Tanner
Ameriprise Financial Services, LLC
Future-focused financial advice that turns goals into reality
Simon Tanner, CFP®, is a Financial Advisor and Vice President with Ameriprise Financial Services, LLC in Houston, Texas. He provides comprehensive, goal-based financial planning and personalized investment advice, with a focus on retirement income strategies, business retirement plans, and financial planning for small business owners. Drawing on nine years of industry experience, Simon partners with clients to define what they are working toward, track their progress, and adjust the plan as life changes.
Services
- Comprehensive financial planning
- Retirement income strategies
- Business retirement plans
- Financial planning for small business owners
- Investment advice and portfolio management
- Estate and multigenerational planning strategies
- Insurance and annuity solutions
- Tax planning and education savings strategies
Insights by Simon
How to Build an Emergency Fund in Houston
A practical, Houston-specific guide to how big your emergency fund should be and how to build it one paycheck at a time.
Should I Pay Off My Mortgage or Invest in Texas?
How to weigh paying down your mortgage against investing, with the Texas tax and property-cost angles that change the math.
When Should I Take Social Security in Texas?
A clear look at claiming Social Security at 62, 67, or 70—and the health, spousal, and Texas tax factors that should guide your timing.
Service area: Houston, Texas