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

    8 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