Your financial goals
Learn more about key financial and investment insights to help you achieve your goals.
Background and qualification information is available at FINRA's BrokerCheck website.
One-to-one financial advice
We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.
Personalizedrecommendations
We provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.
Regular meetings
We document your goals, meet regularly to review, analyze your progress, update your approach as life changes and help you track your progress along the way.
Anytime access
At any time, from any device, access your investments and accounts, track your progress toward your goals, and share information with your advisor safely and securely.
When it comes to investing, risk and reward go hand in hand. The higher the risk, the higher the potential return, but also the greater the risk of loss.
Risk tolerance refers to your ability to endure market volatility. All investments come with some level of risk so it's important to be aware of how much volatility you can tolerate. How risk tolerant you are is important, because it is one of the basic factors in determining an appropriate investment strategy for you. Your risk tolerance can affect both the types of investments you own and the way you choose to diversify your portfolio.
Read more about risk tolerance and take the 5-question quiz to help you assess your own tolerance for risk. Then contact me to discuss your portfolio and how it meets your needs and risk tolerance.
Sign up to receive my newsletters and other financial and market information
To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video
How do you find financial confidence? It starts with a plan that’s personalized to all of your goals. The right financial advisor can help you feel more confident about your financial future. (0:30)
View an Ameriprise expert summary of recent record U.S. stock performance, near-term market conditions and three major portfolio themes to consider heading into 2021. (3:30)
Ameriprise Financial’s recent Ages, Stages & Money study explores how people’s financial journey is shaped by age and life stage. In this video, Marcy Keckler shares tips to help individuals feel more (1:38)
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. (4:06)
Watch our video for an introduction to the secure site and learn more about working with your advisor online. (2:00)
Watch this story about a woman who is living the retirement we all dream of, with the confidence and security from her RiverSource annuity. (3:58)
Learn how you can keep more of the money you've earned by ensuring your investments are as tax efficient as possible. These 3 tax diversification strategies can work together to help you gain control. (3:29)
Deciding your next right move is challenging when the markets feel uncertain. Advice from a personal financial advisor that knows you and today’s markets can help you weather changes in the short term and reach your long-term goals tomorrow. (0:15)
Tim Epperson enjoyed providing for his family; then a sledding outing changed their lives forever. But, because of a decision they made years earlier, Tim is still the provider he always wanted to be. (5:31)
Use indexed universal life to get the insurance protection you need while balancing your risk and reward. (3:36)
Learn more about a program that can help you make important decisions about your retirement income. (2:23)
See how permanent life insurance can provide protection, retirement income and tax advantages – all in one. (3:27)
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.
Working with a personal financial advisor who’s just as focused on you as they are on the markets can help you keep an eye on the future. (0:15)
After you complete the form below, I will contact you to set up a no-obligation, complimentary consultation. During our meeting, we'll discuss your financial goals, the personalized advice I provide, and the costs associated. I look forward to meeting you and discussing your financial future.
All fields are required.
Ameriprise Financial understands that privacy and security are important to you. We will only use the information you are providing to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts.
Direct URL to this form: https://www.ameripriseadvisors.com/kristi.berg/?openFormModal=request-contact
The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
This offer is only valid in the United States.
Please do not submit account or other confidential information via this form.
Consult with your tax advisor or attorney regarding specific tax issues.
corporate entities and important disclosures | website rules and regulations | privacy and security center | about email fraud
Your message has been sent successfully.
Thank you for requesting a consultation.
I will contact you to set up a complimentary meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with me.
Prepare for your consultation by reviewing our pre-meeting checklist and discussion guide.
I look forward to helping you achieve your financial goals.
This offer is valid only in the United States.
Your message was not sent.
Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations.
Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2021 Ameriprise Financial, Inc. All rights reserved.
If you have friends or family members who have financial questions or could use a second set of eyes, please let them know about my practice. When you refer me, they will receive an email with a link to my website where they can learn about what it’s like to work with me and reach out for a complimentary consultation, if they choose. I look forward to the opportunity to help your friend or family members achieve their financial goals.
Thank you.
The person you refer will receive an email with a link to visit my website and contact me for a complimentary consultation, if they choose. I will be notified of your referral but will not receive your friend's contact information.
Direct URL to this form: https://www.ameripriseadvisors.com/kristi.berg/?openFormModal=referral
I will only contact your referral if they request a consultation through my website or call my office.
Ameriprise Financial Services, LLC. Member FINRA and SIPC. Privacy and Security Center, Online Security Guarantee and About Email Fraud.
© 2005 - 2021 Ameriprise Financial, Inc.