Videos and downloads

Downloadable resources

LFP Map
Legacy Financial Partners Team
Ameriprise Financial wellness flyer
Highlight that your practice offers a complimentary financial education program for local businesses.
SSAnalyzer information form
Use this form to provide your advisor with the data needed to analyze different Social Security claiming strategies.
Expense supplement
This interactive data sheet captures essential & lifestyle expenses in a client-friendly way and includes calculations when completed electronically.
Navigating your job transition
This brochure provides practical guidance for individuals navigation a job transition.