How we work


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.

Areas of focus

  • Tax Planning Strategies
  • Business Retirement Plans
  • Retirement Planning Strategies
  • Intergenerational Planning
  • Sustainable and Responsible Investing
  • Women's Financial Strategies
  • Family Finances
  • Insurance
  • Small Business
  • Executive Compensation and Benefit Strategies
  • Domestic Partner Planning
  • Charitable Giving
  • Saving for Education
  • Social Security Retirement Benefits
  • Financial Strategies for LGBTQ Couples and Families
  • Investment Management
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Investments
  • Cash Flow Management Strategies

Community participation

  • Camden Rotary
  • Rockland Rotary
  • Big Brothers Big Sisters of MidMaine
  • Penobscot Bay Regional Chamber of Commerce
  • Rockport Garden Club - Volunteer
  • Rockland Main Street Inc Volunteer

Our videos

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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