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

  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
  • Investments

Community participation

Baskets for the women currently housed at The Spring of Tampa Bay, March 2018

Sharon: Pet Pals Animal Shelter, Humane Society of Tampa Bay, Humane Society of Pinellas, Florida State Troopers Association, Southeastern Guide Dogs, Honor Flight - The Villages

Kate: Autism Speaks; Grand Central District Association Board of Directors; Council of Neighborhood Associations of South Pinellas Citizens Leadership, Class of 20018; St. Petersburg Police Department Citizens University; Pinellas County Citizens University

Heather: ARME's Beagle Freedom Project; Girls on the Run Tampa Bay

Lewkowitz Wealth Management Group: Humane Society of Tampa Bay, Humane Society of Pinellas, The Spring of Tampa Bay

Our videos

2 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