Legacy Financial Partners

A private wealth advisory practice of Ameriprise Financial Services, Inc.
  • Key tax considerations

    Tax planning is an important part of any financial strategy throughout the year, not just in April.
    Explore tax insights
  • Financial confidence

    To see where you stand across key financial areas, take the 3-Minute Confident Retirement® check.
    Take the check
  • Connect with us

    If you have financial questions or want to schedule a meeting or consultation, get in touch.
    Contact us

Background and qualification information is available at FINRA's BrokerCheck website.

Our approach

Legacy Financial Partners - Our approach photo
The advantages of working together online

The secure site on ameriprise.com makes it easy for clients to collaborate with us as we work together to define and achieve your goals.

In one secure, convenient online space, you can:
  • Track your goals and progress
  • Connect and share information with us
  • View, store and organize your financial documents
  • Transfer funds, and much more
Register today at ameriprise.com, or contact us for help getting started.
Legacy Financial Partners - Our approach photo

Your retirement – a time of possibilities

Retirement can be a time of exciting possibilities. Will you have the income you need to support the interests and activities that are most important to you? I encourage you to watch this short video to learn about a new program that can help you feel more confident about your income in retirement.After you’ve watched the video, contact me and we can talk about how this program might be able to help you make the most of your retirement.

Our videos

10 videos

The Ameriprise difference

Ask us about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Staying on track when markets are volatile

Market volatility is a natural characteristic of investment markets. Ongoing communication with your advisor can help ensure you have the personalized financial advice you need to maintain a well-diversified portfolio regardless of market conditions. (2:17)