Our Approach

What are your dreams and goals for retirement? We can help you achieve them with our exclusive Confident Retirement® approach. It all starts with a personalized conversation, where we'll discuss retirement needs - covering essentials, ensuring lifestyle, preparing for the unexpected, and leaving a legacy. By breaking retirement down into doable steps, we can help take the uncertainty out of planning for your financial future.

Take a few minutes now for a quick confidence check. Your responses can help jumpstart our conversation.

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Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.

Build Confidence in Your Retirement

How confident do you feel about your financial future? Take our 3-Minute Confident RetirementSM check to find out, and see how your retirement confidence compares.

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Your retirement puzzle

These days, it’s not unusual for retirement to last 20-30 years – or even longer. That means you’ll need to create a secure income for yourself that will be there for you as long as you’ll need it. I’d like to share a short video with you that I think you’ll find interesting. It describes a solution that can help you ensure your income will last for as long as you need it. Visit riversource.com/puzzle to view “How do you solve your retirement puzzle?” After you’ve watched the video, contact me and we’ll talk about how this income solution might fit into your retirement plans.

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Areas of Focus

  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Divorce Financial Planning
  • Tax Planning Strategies
  • Women's Financial Strategies

Community Participation

Our team is sponsoring and bowling for Hospice October 6th, 2013.

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