Videos and downloads

Downloadable resources

LFP Map
Legacy Financial Partners Team
Putting clients first: Our fiduciary commitment
Fact Sheet to help clients/prospects to understand how and when their financial advisor acts as a fiduciary.
Ameriprise Financial wellness flyer
Highlight that your practice offers a complimentary financial education program for local businesses.
Data summary sheet – interactive version
This data sheet captures data to have a Foundational or Comprehensive Advice conversation and includes calculations when completed electronically.
Connecting your business and your broader financial objectives
A guide outlining seven key conversations to help small business owners align business decisions with personal financial goals.