Unlock your financial potential

With the right support, navigating financial goals can feel less complex. By learning what’s most important to you, I provide advice that is uniquely tailored to your goals and priorities.

Steve Rawson

Financial Advisor

Seven Oaks Advisory Group

A financial advisory practice of Ameriprise Financial Services, LLC

Request consultation

Contact

662.289.1013

Aubrey.S.Rawson@ampf.com

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

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 Interactive^SM tool, where I encourage you to explore the “Retirement Challenges” section. It will let you delve into important issues that could potentially affect your retirement.

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.

Our commitment to you

Financial advice for a lifetime

We provide financial advice based on your goals, now and at every stage in your life.

Personalized investments and solutions

Our custom investment strategies and solutions are designed based on your needs to help you plan for your financial goals and objectives.

Meaningful connections

We get to know you—by regularly discussing your goals, life events, investments, milestones and ever-changing needs. We’ll make timely connections tailored to your schedule and preferences.

Secure digital access

Our safe and seamless digital tools—backed by our online security guarantee—enable you to collaborate with us and access your accounts anytime, anywhere, from any device.

Ready to learn more?

Get started by requesting a complimentary consultation

Leaving a legacy

An estate plan is vital to leaving the legacy you want. Yet, it may seem intimidating to start. I can work alongside you — and your family — during the process. Partnering with your attorney and CPA, we help answer questions such as:

- How to preserve your wealth

- Potential tax implications

- How to equitably divide your assets among loved ones

- How to support the people and causes you care about

I will help you evaluate your options and determine what makes sense for you, your family and your legacy planning goals.

Built with you in mind For over 130 years, Ameriprise Financial has been a leader of personalized financial planning and advice. We offer a range of comprehensive solutions—from banking and investing to insurance and annuities—to help you make the most of today while planning for tomorrow. Why choose Ameriprise

Image for article, Will inflation keep rising? What to expect in 2026

Markets and economy Will inflation keep rising? What to expect in 2026 Read more

Now Playing

Can stocks find their footing?

Markets started 2026 under pressure as investors weighed continued uncertainty in the Middle East. Heading into Q2, Ameriprise Financial experts break down recession risk, key emerging-market trends and what recent geopolitical developments could mean for your portfolio. (9:59)

Markets and economy Can stocks find their footing? Play video

Image for article, What to expect from markets during a midterm election year

Markets and economy What to expect from markets during a midterm election year Read more

Unlock your financial potential

Steve Rawson

Featured insights

Connect with me