Get started with personalized financial advice

You’ve worked hard to build your financial resources. As you plan for retirement and your long-term future, working with a financial advisor can help you evaluate your options, make sound financial decisions, and create a more coordinated approach to retirement planning and tax strategies that help you achieve your long-term financial goals.

Advice to help you achieve what’s most important to you

One to one financial advice based on your goals and needs

We begin with what's most important to you - from goals that can include retirement or education, to a major purchase like a second home.

How to begin

1. Schedule your complimentary initial consultation

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If you're interested in learning more about how we can help you meet your financial goals, schedule a complimentary initial consultation. Even if you're already working with another professional, we can give you a new perspective and answer your unaddressed questions.

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2. Prepare for your consultation

Before we meet, consider these financial questions:
  • What are your most important financial goals right now?
  • What concerns you most about your finances?
  • Did a specific life event or need prompt you to seek advice?
  • How are your investments performing in current market conditions?
  • What are you looking for from a financial advisor? What are you not receiving currently?
To help understand your current financial picture, we may also ask you to bring recent bank and investment statements and insurance policies.

3. Get to know us

Fortress Financial Group, Ameriprise Financial

We work with individuals and couples in Green Bay and Northeast Wisconsin preparing for retirement or the next financial stage. Many seek clarity on financial decisions, retirement planning, and income strategies. We take a thoughtful, personalized approach and look forward to connecting.

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4. Meet with us

During our initial consultation, we'll discuss your financial priorities and goals, how we can work together, estimated costs and fees, and next steps.

View our services and solutions

Our ongoing partnership

Our first meeting is just the beginning of an ongoing relationship. A lasting financial relationship can help you prepare for and navigate unforeseen events as they arise. Connect with us when you need to, in person, by phone or online.

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We look forward to hearing from you

For more than 130 years, Ameriprise advisors like us have been helping people like you achieve their financial goals. When you’re ready, reach out to schedule your complimentary initial consultation.

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