How we work

Living Austin

Living Austin

Our Austin based team has evolved into a highly efficient practice, catered towards those who embrace technology in today’s fast-paced world. We leverage digital tools in a way that allow us to meet more frequently and deepen the personal relationships that we have with our clients.

Your finances touch every major aspect of your life and we take that to heart with the care of our clients. You can expect 1:1 financial advice and a personalized plan which we will review with you regularly. You will also have anytime access to your goals and investments to help you stay on track.

We want to thank our clients for working with us to help them plan to achieve their financial goals and look forward to working together for many years to come.

Living Austin

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investment Management
  • Small Business
  • Family Finances
  • Saving for Education
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Social Security Retirement Benefits
  • Business Retirement Plans
  • Insurance
  • Charitable Giving

Community participation

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