How we work


Estate planning strategies

Leaving a legacy is about making sure your wishes are known. Many of us have loved ones who depend on us or causes that we are passionate about. You’ll want to ensure your assets go where you want them to go in a tax-efficient way. The key is to plan now. We’ll share strategies with you to help maximize your giving now, or distribute your estate later without extra tax burden. Leaving a legacy is just one of four key needs we will focus on using the Confident Retirement® approach.

Areas of focus

  • Wealth Preservation Strategies
  • Social Security Retirement Benefits
  • Intergenerational Planning
  • Investment Management
  • Retirement Planning Strategies

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