ANTONICH & ASSOCIATES - Charlotte, NC | Ameriprise Financial

Personalized financial advice. Exceptional client service.

We help clients plan for a more confident financial future.

Start planning for a brilliant future. Take the 3-Minute Confident Retirement^® check.

Our Approach

We help our clients achieve their dreams for today, tomorrow, and well into the future — using our exclusive Confident Retirement^® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.

We’re here to help you live the life you’ve earned. When you have the right financial advisor, life can be brilliant.

Background and qualification information is available at FINRA's BrokerCheck website

Some questions about retirement are nearly universal. For example, will I have enough money to last my whole retirement? How will the ups and downs of the market impact my income after I retire? And what about inflation – will it eat up my retirement income?

If you’ve asked yourself these questions, it’s time for a visit to the Retirement Interactive^SM tool, where I encourage you to explore the “View Retirement Challenges”section. It will let you delve into important issues that could potentially affect your retirement income.

After you visit, contact me and we’ll talk about the things that concern you most – and solutions that could help you have a more confident retirement.

We added new videos: Retirement Strategies for a Confident Future on Your Terms, What can investors do after volatility?, What can we learn from past volatility?, What’s driving recent market volatility? , Financial steps to take at any age

April 6^th

All Calculators

Pay Yourself in Retirement study (1164KB)

Gauge your retirement readiness

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.

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Sleep Better

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)