Financial Education Videos & Downloads | Paula J Dougherty

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Paula J Dougherty

Private Wealth Advisor

Achieve Private Wealth

A private wealth advisory practice of Ameriprise Financial Services, LLC

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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)

Putting clients first for 130 years

Putting clients first for 130 years

For 130 years, Ameriprise Financial has remained true to its vision of putting our clients' interests first. A strong financial foundation, passionate stewardship of the business and a track record of standing behind clients through good times and bad is at the heart of our success. (2:34)

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.

Financial Planning Data Gathering Form

This checklist was designed to leverage common advisor requested data that is typically needed to analyze cases and publish goal information.

Data summary sheet – interactive version

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

SSAnalyzer information form

Use this form to provide your advisor with the data needed to analyze different Social Security claiming strategies.

Confident Retirement conversation guide for wealth builders

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