Confident Life Wealth Management: An Ameriprise private wealth advisory practice serving the Evans, GA area.

Confident Life Wealth Management

A private wealth advisory practice of Ameriprise Financial Services, LLC

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Client Satisfaction 5.0 / 5 rating based on 3 reviews

Financial confidence

To see where you stand across key financial areas, take the 3-Minute Confident Retirement^® check.
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Understand IRA options

Learn the pros and cons of a rollover and how an IRA could help you achieve your retirement goals.
See your options
Key tax considerations

Tax strategies are an important part of any financial plan throughout the year, not just in April.

Explore tax insights

Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

You have unique challenges. We have solutions.

Our team starts with questions instead of answers, including:

What matters most to you?
What experiences do you seek, or wish to avoid?
What stands between where you are, and the life you want to live?
Does your retirement income plan account for changing tax brackets?
Do you want an advisor who knows you as well as the markets?

As we learn your goals, we apply our Confident Retirement ® approach to address four key areas to help you enjoy a more confident life – whether you’re in Augusta or across the country. This deep knowledge of our clients, and our unconditionally guaranteed fees, sets us apart from typical advisors.

We help people concerned about creating reliable income in retirement, tax-planning strategies, or providing for the next generation. The Profile, Insights and How to Get Started tabs can show you who we are and how we help. Sign up for our newsletter or follow us on Facebook, LinkedIn and Twitter to receive regular insights and ideas you can use.

Here are some of the insights Will and Heather have shared with media in the Augusta metro area and across the nation:

CBS/WRDW News 12:

What’s an Orphaned Retirement Account?

How to Plan for the Future

The Augusta Chronicle:

Financial Advisor Guides Clients Through Stormy Waters

NBC WAGT News 26

Weekly Wealth Wednesday segments

The Wall Street Journal

Why Elderly Clients Need Extra Attention

Augusta CEO

How Will You Pay Yourself in Retirement?

Disclosure: By clicking the link, you will leave Ameriprise.com. Be aware that the linked site will be subject to rules, regulation, and privacy and security provisions that are separate, and may differ, from Ameriprise Financial.

Third-party information and opinions, including those available through provided links, are believed to be reliable, but accuracy and completeness cannot be guaranteed by Ameriprise Financial. They are given for informational purposes only, are not intended to be used as the sole basis for investment decisions and may not meet the particular needs of an individual investor. Ameriprise Financial and its representatives do not give legal or tax advice. You should seek the advice of professionals, as appropriate, regarding the evaluation of any specific information or advice.

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2023 outlook: What’s ahead for investors?

2023 outlook: What’s ahead for investors?

As the first quarter of 2023 kicks off, Ameriprise Financial experts discuss what to watch for in the new year, as well as strategies for investors to consider. (7:40)

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Two Minutes on the Ameriprise Investment Research Group (IRG)

Two Minutes on the Ameriprise Investment Research Group (IRG)

When you work with Ameriprise, you and your advisor are backed by the Ameriprise Investment Research Group – a team of professionals that carefully watches market conditions, evaluates the impact to investments and provides guidance as developments occur.

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National Day of Service - Columbia County Cares

National Day of Service - Columbia County Cares

We are proud to participate in Ameriprise's annual National Day of Service initiative by helping the Columbia County Cares Food Pantry stock its shelves for needy families.

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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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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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Understanding the ‘Sequence of Returns’ risk

Understanding the ‘Sequence of Returns’ risk

A critical risk to consider when deciding when to retire is called “Sequence of Returns” risk. Watch this video to show you how dramatically it can impact your retirement portfolio. (2:39)

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Considerations for taking money out of your retirement plan

Considerations for taking money out of your retirement plan

A 401(k) can be good for saving for retirement, but getting money out when clients need it can be challenging. This video will help them understand all their options and the pros and cons of each so that they can make informed decisions. (4:02)

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Tax diversification: How to keep more of your money

Tax diversification: How to keep more of your money

Learn how you can keep more of the money you've earned by ensuring your investments are as tax efficient as possible. These 3 tax diversification strategies can work together to help you gain control. (2:15)

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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Financial advice I can count on

Everyone has opinions about the current economy. Staying on track in uncertain markets is easier with personal financial advice from an Ameriprise advisor who knows you and your goals. See how personal financial advice can help you stay on track at: www.ameriprise.com/experience/talk. (0:30)