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

  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Investment Management
  • Retirement Planning Strategies
  • Business Retirement Plans

Community participation

Laura is the founder of Corks 4 A Cause. Corks 4 A Cause is a charity with a mission of raising funds for local charities through like minded wine enthusiasts.

Laura also participates with the Women In Action of the Crisis Center of Tampa Bay.

Jamie is a Co-Founder of Success Tampa Bay and an Ambassador for Working Women of Tampa Bay. Jamie is a member of the Carrollwood Area Women's Club and the Cheval Women's Club, Inc.

Our videos

5 videos
close
Now Playing
view my video
 
Our story
Our story

How we help our clients to be more fearless as they build a Confident Retirement. (2:20)

Now Playing
view my video
 
Smart charitable giving from your IRA
Smart charitable giving from your IRA

Learn how you could make a donation from your IRA using a Qualified Charitable Distribution (QCD), to support your favorite charity, while also receiving tax benefits. (2:14)

Now Playing
view my video
 
Why beneficiary designations matter
Why beneficiary designations matter

Did you know the beneficiaries named on your retirement accounts override those named in your will? Learn how to ensure your assets are distributed as you intend while avoiding probate court. (2:23)

Now Playing
view my video
 
The 7 do’s and don’ts during volatility
The 7 do’s and don’ts during volatility

Marcy Keckler Vice President, Financial Advice, provides insight on key actions investors should take or avoid during market swings. (1:26)

Now Playing
view my video
 
Will your retirement income last?
Will your retirement income last?

Learn more about a program that can help you make important decisions about your retirement income. (2:23)

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

Our photos

5 albums
close