How we work


Planning for a confident retirement

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.

Planning for a confident retirement

Areas of focus

  • Investment Management
  • Wealth Preservation Strategies
  • Retirement Planning Strategies

Community participation

Petersen, Mann & Associates is proud to sponsor the following annual events:

Beaver Brook Association Fall Festival (Amherst, NH)

Meredith Lions Club Rubber Duckie Race

Hopkinton Rotary Club Scholarship Golf Tournament

Belmont High School Athletics and Best Buddies Golf Tournament

The Patrice Marie Haggerty Memorial Golf Tournament

These are events we feel a connection to due to shared history or interests with our clients. We believe in working and giving in our communities alongside our clients to make a difference in New Hampshire.

Our videos

10 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