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

  • Investments
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Family Finances
  • Retirement Plan Distribution
  • Insurance

Community participation

2018 Ameriprise Community Impact Award Winner Phillips Jones Wealth Management
2018 Ameriprise Community Impact Award Winner Phillips Jones Wealth Management

Phillips Jones Wealth Management received the 2018 Ameriprise Community Impact Award for our team’s volunteerism with the Scott County Imagination Library program and ongoing commitment to giving back.

Phillips Jones Wealth Management was selected because of their ongoing commitment to this project both financially and administratively by donating money and time each year to send books to eligible children from birth to age 5.

In recognition, Ameriprise awarded $2,500 to the Scott County Imagination Library program.

Strengthening our communities is an important part of the Ameriprise culture and values.

Working with us

Ameriprise financial advisors deliver personalized financial advice to help you achieve your goals, today and tomorrow. Your advisor takes the time to understand what’s truly important to you. Together, they will document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings – both the expected and the unexpected.

Take the first step toward a more confident financial future by setting up an initial conversation.

What to expect from the first meeting

Your first meeting is complimentary and will focus on your financial needs, goals and values. During the conversation, you’ll learn the value of personalized advice, the costs associated with working together and next steps. It’s an opportunity for you to get a sense of what it might be like to work together.

To help your advisor understand your current financial status, it’s helpful to share information on accounts and income. Examples include:

  • Current income and expenses
  • Bank and investment statements
  • Home and real estate
  • 401(k) and IRA accounts
  • Insurance policies

Additionally, consider future financial goals you would like to achieve, including both short- and long-term goals.

Questions to consider before you meet

To prepare for your first meeting, think about your current financial picture and priorities. To help, consider these financial questions:

  • What are your most important financial goals right now?
  • What concerns you most about your finances?
  • Did a recent event cause you to seek advice?
  • What are you looking for from a financial advisor? What are you not receiving currently?

What you’ll receive going forward

Your first meeting is just the beginning of an ongoing relationship and process. When you work with an Ameriprise advisor, you can expect:

  • One-to-one financial advice based on your goals and needs
  • Personalized recommendations for a diversified portfolio, and solutions to protect you from uncertainty
  • Regular meetings to review your goals, progress and investments
  • Anytime access to your investments, and digital tools to help you stay on track

With right advice supported by research and online tools to track your progress, we can help you feel confident, connected and always in control of your financial life.