Financial Education Videos & Downloads | McLellan Financial Services

McLellan Financial Services

A financial advisory practice of Ameriprise Financial Services, LLC

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Your Michigan Financial Advisor: McLellan Financial Services

Your Michigan Financial Advisor: McLellan Financial Services

At McLellan Financial Services, a financial advisory practice of Ameriprise Financial Services, LLC, we walk alongside families, helping them navigate life’s financial complexities with care, clarity, and a commitment to long-term success.

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Our goal? Helping you achieve yours.

Our goal? Helping you achieve yours.

The goals that matter most to you matters most to your Ameriprise Financial advisor. We take the time to know you and provide personalized advice to help you reach those goals today and still feel prepared for tomorrow. For over 130 years, we’ve helped clients feel more financially confident. (0:30)

Count on so much more

Count on so much more

At Ameriprise Financial we know that what matters most to our clients is the 1-to-1 relationship with a financial advisor they can trust. For over 130 years, clients have counted on us to help them reach their financial goals in the short and long term. (0:30)

Reach your financial goals with help from Ameriprise Financial advisors

Reach your financial goals with help from Ameriprise Financial advisors

Ameriprise Financial Advisors provide personalized advice to help our clients reach their financial goals in the short and long term. With over 130 years of history, we know that what matters most to our clients is the 1-to-1 relationship with a financial advisor they can trust to set them up for financial success. Start financial planning with us today: www.ameriprise.com (2:24)

All about you client preference questionnaire

This short questionnaire will help us work together in a way that fits your needs.

Elements of an effective estate strategy

Use this guide to help you navigate the important elements of an effective estate strategy.

Understanding Medicare

If you’re five or more years away from retirement use this whitepaper to understand action steps that can help you achieve financial confidence.

Confident Retirement conversation guide for wealth builders

This interactive brochure helps clients evaluate their current financial situation and prepare for the future.

SSAnalyzer information form

Use this form to provide your advisor with the data needed to analyze different Social Security claiming strategies.