Financial Education Videos & Downloads | David Girmann

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David Girmann

Private Wealth Advisor

Fidant Wealth Partners

A private wealth advisory practice of Ameriprise Financial Services, LLC

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Our Purpose

Our Purpose

Since 1894, Ameriprise Financial has been providing personal financial advice to help people reach their goals with confidence. Six generations of clients have counted on us through changing times. Our personal financial advisors take the time to know what matters most to you so we can help you reach your financial goals today and still be prepared for tomorrow. (0:30)

Our goal? Helping you achieve yours.

Our goal? Helping you achieve yours.

The goals that matter most to you matters most to your Ameriprise Financial advisor. We take the time to know you and provide personalized advice to help you reach those goals today and still feel prepared for tomorrow. For over 130 years, we’ve helped clients feel more financially confident. (0:30)

Plan for passions

Plan for passions

Life insurance provided comfort for James and Emily Hiter when life took an unexpected turn. Their only regret is missing the opportunity to use it to help leave a legacy. (4:05)

Understanding the ‘Sequence of Returns’ risk

Understanding the ‘Sequence of Returns’ risk

A critical risk to consider when deciding when to retire is called “Sequence of Returns” risk. Watch this video to show you how dramatically it can impact your retirement portfolio. (2:40)

Elements of an effective estate strategy

Use this guide to help you navigate the important elements of an effective estate strategy.

Data summary sheet – interactive version

This data sheet captures data to have a Foundational or Comprehensive Advice conversation and includes calculations when completed electronically.

Annual equity market outlook

See the latest report from the Ameriprise Investment Research Group about what 2026 may bring for equity markets.

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.

Ameriprise story fact sheet

See how Ameriprise combines personalized advice, top rated service and over 130 years of experience to help clients achieve their goals.

All about you client preference questionnaire

This short questionnaire will help us work together in a way that fits your needs.

Confident Retirement conversation guide for wealth builders

This interactive brochure helps clients evaluate their current financial situation and prepare for the future.