Charles Schaaf, Financial Advisor serving the Batesville, AR area - Ameriprise Advisors

Charles Schaaf


Financial Advisor
A financial advisory practice of Ameriprise Financial Services, LLC
  • Crunch the numbers

    Use our financial calculators to explore various saving, investing and tax scenarios.
    View calculators
  • Get to know us

    We enjoy helping our clients achieve their financial goals. Learn about our team members.
    Meet the team
  • Financial confidence

    To see where you stand across key financial areas, take the 3-Minute Confident Retirement® check.
    Take the check

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

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

I take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and in control of your financial life. To get started, request a complimentary initial consultation.
Request a consultation

Evaluate your 401(k)

Many people consider rolling over their 401(k) dollars when they change jobs or retire. Depending on your financial goals, your age and your investment strategy, it may make financial sense to roll over some of your assets while you’re still working and contributing to a 401(k) plan. We can help you determine if a rollover fits with your overall retirement savings strategy. Using our exclusive Confident Retirement® approach, we’ll work together to identify personalized financial strategies that can evolve over time. Together, we can help you work toward your financial future with more confidence. Learn about your options with the Rollover Evaluator

My videos

4 videos

The Ameriprise difference

Advice based on your goals, and no one else’s
I’m proud of what I do, and all that my clients have accomplished. If you know someone who could benefit from personalized advice to reach their goals, I’d like to help.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

view commentary
 

Advice Worth Talking About

More than five generations have counted on Ameriprise to provide personalized financial advice to help reach their goals. More than 9 out of 10 of them are likely to recommend us to others. Advice worth listening to is advice worth talking about. (2:24)