How we work

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

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Insurance
  • Charitable Giving
  • Women's Financial Strategies
  • Saving for Education
  • Intergenerational Planning
  • Investments
  • Investment Management
  • Tax Planning Strategies
  • Family Finances
  • Small Business

Community participation

Our team stocking and organizing the food pantry at Mission Arlington.
  • Tillie Burgin Servant Leader Award Supporter
    Grace Preparatory Academy
    Present awards to outstanding student leaders, lead the Business Club to prepare student leaders for future business and life success
  • Outstanding Student Award Supporter
    Martin and Sam Houston high schools
    Recognize student leaders monthly
  • Good Sportsmanship Award Supporter
    Arlington Southwest Little League
    Recognize coaches and players for good sportsmanship, coach sons and serve as pitcher for coach-pitch division
  • Teacher of the Month Award Supporter
    Arlington ISD
    Present awards to eight district schools for teachers who exhibit outstanding dedication to education

Our videos

3 videos

Working with us

Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal.

Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together.

What to expect

  • Professional help in clarifying your financial goals and priorities
  • If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives
  • Accurate information about our tailored solutions, including risks, benefits and costs

What to bring

  • A list of any questions you have regarding your current financial situation
  • Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention
  • A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals