Marshall and Associates

A private wealth advisory practice of Ameriprise Financial Services, LLC

Prepare for a more confident future. Take the 3-Minute Confident Retirement ® check.

  • Financial confidence

    See where you stand across key financial areas with the 3-Minute Confident Retirement® check.
    Take the check

  • Crunch the numbers

    Use these calculators to explore various saving, investing and tax scenarios.
    View calculators

  • Market volatility

    Stay on track with your financial goals during changing market conditions.
    Gain insights

Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Personalized advice to help you achieve your goals

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.
In our initial consultation, we’ll start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By identifying clear steps to take toward your goals, we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident connected and in control of your financial life.

Learn more about how to get started

Featured insights

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Retirement discovery

Some questions about retirement are nearly universal. For example, will I have enough money to last my whole retirement? How will the ups and downs of the market impact my income after I retire? And what about inflation – will it eat up my retirement income?

If you’ve asked yourself these questions, it’s time for a visit to the Retirement InteractiveSM tool, where I encourage you to explore the “View Retirement Challenges”section. It will let you delve into important issues that could potentially affect your retirement income.

After you visit, contact me and we’ll talk about the things that concern you most – and solutions that could help you have a more confident retirement.