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 and 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
  • 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

    6 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