How we work


Planning for a confident retirement

Planning for a confident retirement
We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. We start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life.

Planning for a confident retirement

Areas of focus

  • Family Finances
  • Insurance
  • Estate Planning Strategies
  • Cash Flow Management Strategies
  • Retirement Plan Distribution
  • Investments
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Income Strategies

Community participation

Patrick was part of Leadership Prince William's 2016 class and continues to help the community as a board member of Azalea Charities which supports charities in the NoVa area to include aid for wounded warriors, Special Olympics, and Boys and Girls Club. He also serves as a board member of Historic Manassas, Inc. where he sits on the economic development committee, helping in the revitalization and promotion of Historic Manassas.

Ted is involved as a Prince William County Literacy Council volunteer tutor and is also a Certified Tourism Ambassador - The Journey Through Hallowed Ground Gettysburg to Monticello Ambassador.

Our videos

4 videos

Working with us

Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal.

Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together.

What to expect

  • Professional help in clarifying your financial goals and priorities
  • If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives
  • Accurate information about our tailored solutions, including risks, benefits and costs

What to bring

  • A list of any questions you have regarding your current financial situation
  • Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention
  • A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals