Team profile

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

  • Investments
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Insurance
  • Estate Planning Strategies
  • Cash Flow Management Strategies

Community participation

We participate in Ameriprise National Service Days – most recently at Food and Friends here in Washington DC.

Dick Miller contributes to Heartbeet, a community of adults with developmental disabilities who live and work together in a therapeutic agricultural residence in Vermont.