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

  • Retirement Planning Strategies
  • Investment Management
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Saving for Education
  • Executive Compensation and Benefit Strategies
  • Small Business
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Charitable Giving

Awards & recognition

  • Compass Wealth Partners, Ameriprise Client Experience Award, 2020
  • Steven Ballard, Ameriprise Circle of Success, 2006-2008, 2011-2020
  • Steven Ballard, Ameriprise Circle of Success Diamond Ring, 2020

Community participation

Our volunteer crew at The Gospel Mission in June 2017
Our volunteer crew at The Gospel Mission in June 2017
  • Ameriprise Financial National Day of Service: In 2016, nearly 14,000 volunteers participated in 750 events, coast to coast, helping to sort food donations and prepare meals at Feeding America food banks and other hunger-relief organizations.