Jeremy W. Overton

07/17/2025

Last Saturday, July 12th, marked my 25th anniversary with Ameriprise.

The day before, I happened to take my daughter, Sunny, to an appointment—ironically, in the very same building where I began my career all those years ago.

I spent the first two years of my professional life there, and walking through those halls stirred up a wave of emotions.

The visit was surreal. So many memories came rushing back—the uncertainty I felt as a young advisor, the trainers and mentors who guided me. But more than anything, I was filled with deep gratitude and love—for every client who has placed their trust in me over the last quarter century.

Back then, my biggest challenge was finding people who would allow me to help them answer one of the most important questions we face in planning for retirement:

“Do you know exactly how much money it’s going to take for you to retire comfortably—and to stay comfortably retired?”

Your trust—and your introductions to others who were willing to sit down with me and so I could help them answer that question—have meant the world to me.

Thank you for being part of this journey.

Financial Advisor at Ameriprise Financial, LLC

07/31/2024

Tara, Sunny and I drove from Colorado Springs to Breckenridge today. We couldn’t resist a photo at Hoosier Pass Peak!

07/18/2024

With the recent runup in stocks, it may be appropriate to lock in gains and diversify into less volatile investments. Here are a few strategies that may help you minimize or avoid FOMO (Fear Of Missing Out).

Don’t just focus on how to get into a trade, but how to get out of it, as well.

05/30/2024

Roth individual retirement account conversions are up in the first quarter of 2024, but there are key things to know before converting funds.

07/13/2023

Yesterday, I celebrated my 23rd anniversary with Ameriprise (19 of those years in Haubstadt). I can't express enough gratitude for my friends who have become my clients over the years and for clients who have become dear friends.

I'm also grateful for referrals clients and non-clients alike have sent since 2000.

We continue to live by the motto that the best way to help ourselves is by helping others and that our ability to make a positive impact is only limited by the number of people who are willing to accept our help.

05/25/2023

Your goals don’t necessarily change just because the markets do. Working together we can help you stay on track.

05/11/2023

Are you making good on the good intentions you have for retirement? Let’s review your financial goals and set you up for success. We can connect and make a plan.

05/02/2023

"If you're planning on retiring early, your retirement savings strategy needs to account for spending that is not best served through a 401(k) or 403(b)."

If you want to maintain your general standard of living in retirement, you’re going to need to modernize your savings strategy by starting with a focus on how much you'll be spending.

04/18/2023

What lessons would you add to the list?

To be happy and independent, kids need to know a thing or two about money. Here are five suggestions for helpful money lessons that parents should share with their children as they grow up.

04/14/2023

Sunny and I went to the Evansville Wartime Museum today to fly in a Ford Tri-Motor. Our little aircraft lover had a great time. PSA - it is quite loud on takeoff, hearing protection for the kiddos would be advisable.

04/07/2023

Clients: I'm so grateful for the opportunity to work together. I’d be honored to help your friends or family members achieve their financial goals. If there’s someone in your life who could benefit from my services, feel free to send them my contact information. Thank you!

Jeremy Overton is an Ameriprise Financial Advisor serving the Haubstadt, IN area. Get the personal financial advice you need to achieve your goals.

04/05/2023

Understanding your risk tolerance level can help you feel more confident during market ups and downs. If you don't know your risk tolerance, or if you think it has changed, let's talk.