OakShield Financial Group

A private wealth advisory practice of Ameriprise Financial Services, Inc.
  • Crunch the numbers

    Use our financial calculators to explore various saving, investing and tax scenarios.
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  • Understand market movement

    Ups and downs in the market are normal over time. Learn how to stay focused on your goals.
    Gain insights
  • Tax planning strategies

    Learn how taxes can influence your financial planning decisions.
    Explore taxes

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

Our approach

We believe you deserve a courageous financial advisor. We believe in working tirelessly to bring you strategies to the financial problems that worry you. We believe a financial advisor should be completely dependable, always true to their word. Because we're so committed to our values, you can rest assured that we will look to place your financial interests first.

The Ameriprise difference

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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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2019 market outlook

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)