Financial Education Videos & Downloads | Becky Tolbert

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Becky Tolbert

Financial Advisor

Richardson Private Wealth Advisors

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)

Two Minutes on Asset Allocation

Two Minutes on Asset Allocation

Asset allocation is a fundamental component of goal-based advice. (2:13)

Financial advice I can count on

Financial advice I can count on

Everyone has opinions about the current economy. Staying on track in uncertain markets is easier with personal financial advice from an Ameriprise financial advisor who knows you and your goals. See how personal financial advice can help you stay on track at: www.ameriprise.com/experience/talk (0:30)

RiverSource: Be confident in our strength

RiverSource: Be confident in our strength

Learn how we can help you live confidently, every day. Hear a message from our president.

(3:05)

Count on so much more

Count on so much more

At Ameriprise Financial we know that what matters most to our clients is the 1-to-1 relationship with a financial advisor they can trust. For over 130 years, clients have counted on us to help them reach their financial goals in the short and long term. (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)

Putting clients first: Our fiduciary commitment

Fact Sheet to help clients/prospects to understand how and when their financial advisor acts as a fiduciary.

Data summary sheet – interactive version

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

Ameriprise Financial wellness flyer

Highlight that your practice offers a complimentary financial education program for local businesses.

Elements of an effective estate strategy

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

Ameriprise Financial client relationship summary

Form CRS summarizes important information about the services we offer, our fees, and potential conflicts of interest in a clear and concise manner.