BISHOP FINANCIAL GROUP

BISHOP FINANCIAL GROUP

A financial advisory practice of Ameriprise Financial Services, LLC

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

Our approach

BISHOP FINANCIAL GROUP - Our approach photo

Focusing on the big picture

Hard work got you where you are. But who do you rely on to help you go even further? As your financial advisors, it’s our job to get to know your goals and priorities as well as we know the markets. We’re proud to be a financial advisor and have made it our life’s work to help people like you not only envision your future but build it. Want to learn more? We’re happy to meet for a complimentary initial consultation whenever it’s convenient for you.

Request a consultation BISHOP FINANCIAL GROUP - Our approach photo

BISHOP FINANCIAL GROUP - Our approach photo

The Breakfast Club

JUL 16, 2021 / 9:30 AM - 11:00 AM

Ameriprise Financial Services, LLC

invites you to a special seminar,

Why Social Security Matters -

And How to Get the Most out of It

Please join Ian Bishop, Financial Advisor with
Bishop Financial Group, a financial advisory practice of Ameriprise Financial Services, LLC

This complimentary seminar will explain:

· Whether Social Security can provide the income you need when you retire

· How to make the most of your Social Security benefits

· The role Social Security plays in your retirement

Space is limited. Please make a reservation by Friday, July 9,2021 for you and a guest.

This is an informational seminar. There is no cost or obligation.

Please plan to attend the following seminar where breakfast will be provided.

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We’ve got some exciting news to share: Ian Bishop has been named to the Forbes Best-in-State Wealth Advisors list for 2021. All of us at Bishop Financial Group couldn’t be prouder, as this achievement reflects our shared commitment to making a difference in our clients’ lives through a truly personalized experience. A sincere thank you to our clients for your continued trust and to Forbes for the recognition.

This ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, and firm nominations; as well as a quantitative review that includes assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information: www.SHOOKresearch.com.

10 videos

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Midyear market check-in: stocks, inflation and cryptocurrencies

Midyear market check-in: stocks, inflation and cryptocurrencies

At this midpoint of the year, Ameriprise Global Market Strategist Anthony Saglimbene provides investors with strategic views on key market drivers from Q1 - Q2, the outlook for Q3 – Q4, and cryptocurrencies and meme stocks. (00:04:47)

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Smart charitable giving from your IRA

Smart charitable giving from your IRA

This video can help eligible clients understand how they can use their retirement assets to support causes that are important to them. (3:01)

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Balancing growth and protection

Balancing growth and protection

How do you find the right balance when you’re saving for the future? Learn how the RiverSource Structured Solutions^SM annuity works to combine growth potential with a level of protection from losses. ()

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Building your financial future starts with the right advice

Building your financial future starts with the right advice

Where do you go for professional financial advice to help meet today’s challenges and still reach tomorrow’s goals? Our advisors not only know the markets; they’ll get to know you. Our personalized advice can help keep you focused on your financial future. ()

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Our commitment to you

Our commitment to you

In the Our commitment to you video, we highlight how RiverSource helps clients live confidently every day and well into the future. (1:32)

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Ramping up your savings for retirement

Ramping up your savings for retirement

Strategic conversion of assets from a workplace retirement plan or traditional IRA to a Roth IRA can help clients reduce their overall positions in tax-deferred retirement accounts and build a source of tax-free income for retirement. This video can help them understand how the strategy works. (3:41)

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The importance of beneficiary reviews

The importance of beneficiary reviews

This 3-minute video helps clients understand how changes made to retirement plans by the SECURE Act could impact their legacy planning, and what they can do to make sure their money goes where they want it to go. (3:21)

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Insurance: What needs protecting

Insurance: What needs protecting

Explore the types of insurance to help protect loved ones, your income and your assets. (2:46)

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Choices Legacy

Choices Legacy

Everyone has different financial goals and priorities. The right financial advisor can offer personalized, comprehensive advice that helps you prepare for what’s expected in life and even what’s not. Visit www.ameriprise.com/personal-financial-planning to learn more. (0:15)

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Sunrise

Sunrise

In these uncertain times, Ameriprise advisors are here to help you navigate today, focus on the future, and stay on track for tomorrow. (0:31)

BISHOP FINANCIAL GROUP

Ian Bishop, named to Forbes Best-in-State Wealth Advisors, 2021

The Ameriprise difference

Ask us about tracking your goals online

Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

Gauge your retirement readiness

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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Personal financial advice from advisors who know you and the markets

When giving the right financial advice, knowing the markets isn’t enough. You have to understand your clients. Our advisors know their clients’ goals, giving personalized advice to help meet today’s challenges without losing sight of tomorrow’s goals. (0:30)