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

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

Community participation

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.

Our videos

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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