How we work

Our Approach

We’ve been in business a long time, and over time, we have developed a process for working with our clients that focuses on helping to guide them into a position to succeed.

The first step of that process is asking the right questions to get a picture of your financial situation and where you are today.

The second is understanding what your goals are for the future.

The third step provides an honest assessment of how attainable those goals are. Which goals are most realistic? Which are your priorities?

The fourth step is to explore what actions we need to take to get there.

Then finally, we have a conversation about how comfortable you are with these actions. Are they things that you think you can do? How can we help you stay on track? We’ll build on this conversation at every check-in. We believe having a process like this can provide a firm foundation so you know what to expect and can feel more confident that we are being thorough.

Areas of focus

  • Retirement Planning Strategies
  • Family Finances
  • Estate Planning Strategies
  • Saving for Education
  • Domestic Partner Planning
  • Retirement Income Strategies
  • Tax Planning Strategies

Community participation

  • We sponsor and design a tree for the Enchanted Forest each year benefiting LeBonheur Children's Hospital.
  • We are an active sponsor of the Habitat for Humanity Exotic Car Show each year.
  • Platinum Sponsor of the Cooper-Young 4-Miler
  • Member of the Cooper-Young Community Association
  • MPACT Memphis
  • Nexus Leadership
  • Working with us

    Ameriprise financial advisors deliver personalized financial advice to help you achieve your goals, today and tomorrow. Your advisor takes the time to understand what’s truly important to you. Together, they will document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings – both the expected and the unexpected.

    Take the first step toward a more confident financial future by setting up an initial conversation.

    What to expect from the first meeting

    Your first meeting is complimentary and will focus on your financial needs, goals and values. During the conversation, you’ll learn the value of personalized advice, the costs associated with working together and next steps. It’s an opportunity for you to get a sense of what it might be like to work together.

    To help your advisor understand your current financial status, it’s helpful to share information on accounts and income. Examples include:

    • Current income and expenses
    • Bank and investment statements
    • Home and real estate
    • 401(k) and IRA accounts
    • Insurance policies

    Additionally, consider future financial goals you would like to achieve, including both short- and long-term goals.

    Questions to consider before you meet

    To prepare for your first meeting, think about your current financial picture and priorities. To help, consider these financial questions:

    • What are your most important financial goals right now?
    • What concerns you most about your finances?
    • Did a recent event cause you to seek advice?
    • What are you looking for from a financial advisor? What are you not receiving currently?

    What you’ll receive going forward

    Your first meeting is just the beginning of an ongoing relationship and process. When you work with an Ameriprise advisor, you can expect:

    • One-to-one financial advice based on your goals and needs
    • Personalized recommendations for a diversified portfolio, and solutions to protect you from uncertainty
    • Regular meetings to review your goals, progress and investments
    • Anytime access to your investments, and digital tools to help you stay on track

    With right advice supported by research and online tools to track your progress, we can help you feel confident, connected and always in control of your financial life.