Coordinated Financial Care is an alliance of experienced professionals partnering together on your behalf.
As CEO of AGP Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC, Randy brings nearly four decades of industry knowledge, guiding his team and his clients through a shared goal of delivering extraordinary, best-in-class experiences every day.
Lance started Capstone CPAs, LLC in 2004 to change the perception of CPAs and provide more value to individuals, families, and business owners. As managing partner, he guides clients to healthy and prosperous financial lives.
Jeff is the Founder eLegacy, a full-service online estate planning law firm. He brings over 30 years of experience in matters concerning estate planning, business succession, taxes, real estate, and elder law.
Everyone we’ve met through the coordinated financial care alliance just tries to make our lives easier. When it was time to begin tax prep for the year, they had already started, so there was less work for me to do because the Capstone team coordinated with the other entities on my behalf.
Call or message us to start discussing your financial future.
Capstone CPAs and eLegacy have alliance with AGP Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC (“AFS”) and refer potential clients who may benefit from Ameriprise Financial’s services. These entities receive payment for referrals, which presents a conflict of interest. AGP Wealth Advisors offers products and services that are appropriate for clients’ individual circumstances and objectives.
AFS, its affiliates and AGP Wealth Advisors are separate entities and are not affiliated with Capstone CPAs and eLegacy. However, Randall Linde, the Chief Executive Officer of AGP Wealth Advisor, has an ownership interest in eLegacy.
AFS, its affiliates, employees and AGP Wealth Advisors, do not provide tax or legal advice.
AFS does not endorse and is not responsible and assumes no liability for content, products or services posted by CAPSTONE CPAs and eLegacy on any internet site, social media site and/or its messaging systems. The views and opinions expressed on this website do not necessarily reflect those of AFS.
AFS and AGP Wealth Advisors make no guarantee as to future results or that an individual’s investment objectives will be achieved. Client experiences may vary.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
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