BISHOP FINANCIAL GROUP: An Ameriprise advisory practice serving the Upland, CA area.

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. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Our approach

What makes us unique, is our focus on helping you achieve your financial goals, no matter what stage in life you might be in. Whether you’re self-employed, a working professional or retired, we recognize your needs and the importance of a customized approach. We strive to give you the financial confidence to help you achieve the life you deserve.

The Bishop Financial Group team would like to congratulate Ian D. Bishop on being named to the 2022 Forbes Best-in-State Wealth Advisors list. This list recognizes advisors who excel at helping clients achieve their long-term financial goals – and we’re proud to say that is our No. 1 priority. Thank you to our clients for your loyalty and for the opportunity to continue to serve you.

The Forbes Top Women, Best-in-State Women and Best-in-State Wealth Advisor rankings are developed by SHOOK Research and are created using an algorithm that includes both qualitative (in-person, virtual and telephone due diligence meetings; client impact; industry experience; review of best practices and compliance records; and firm nominations) and quantitative (assets under management and revenue generated for their firms) data. Certain awards include a demographic component to qualify. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. These rankings are based on the opinions of SHOOK Research, LLC, are not indicative of future performance or representative of any one client’s experience and are based on data from the previous calendar year. Forbes magazine and SHOOK Research do not receive compensation in exchange for placement on the ranking. For more information: www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

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Inflation and bear market considerations for investors

Inflation and bear market considerations for investors

The arrival of a bear market has raised concerns for investors. Hear from Ameriprise Financial experts as they discuss the impact of inflation and rising rates, opportunities for investors and goal-specific investing strategies. (14:45)

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Will inflation become stagflation?

Will inflation become stagflation?

Inflation has been a significant issue for investors and consumers alike this year. Watch as Ameriprise Chief Economist, Russell Price discusses the outlook for inflation, stagflation and the financial markets. (3:28)

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Ameriprise Financial Commercial | Advice to Help Reach Your Goals

Ameriprise Financial Commercial | Advice to Help Reach Your Goals

No matter what your financial goals are, personalized advice can help you reach them. Our advisors know the markets, but more importantly, they know you. Our advice is customized to help you build your financial confidence along with your portfolio. (0:30)

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Yields rise – there’s a silver lining in there

Yields rise – there’s a silver lining in there

Higher fixed-income yields may result in more attractive terms, especially for income investors. Ameriprise Fixed Income Strategist Brian Erickson explains why. (3:01)

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Improving employee financial wellness can help your bottom line

Improving employee financial wellness can help your bottom line

Find out how adding to your total benefits package can make a difference for your business and your employees. (2:01)

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Will my family be OK?

Will my family be OK?

When the unexpected happens, most people want to know “Will my family be ok?” Watch this stirring and provocative video that helps explain the power of being well protected. (12:48)

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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)

BISHOP FINANCIAL GROUP

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

The Ameriprise difference

Advice based on your goals, and no one else’s

We’re proud of what we do, and all that our clients have accomplished. If you know someone who could benefit from personalized advice to reach their goals, we’d like to help.

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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Advice Worth Talking About

More than five generations have counted on Ameriprise to provide personalized financial advice to help reach their goals. More than 9 out of 10 of them are likely to recommend us to others. Advice worth listening to is advice worth talking about. (2:24)