Steven Marshall & Associates

A private wealth advisory practice of Ameriprise Financial Services, Inc.
  • Key tax considerations

    Tax planning is an important part of any financial strategy throughout the year, not just in April.
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    We enjoy helping our clients achieve their financial goals. Learn about our team members.
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  • How we work

    We take the time to understand what’s important to you and deliver personalized advice.
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Background and qualification information is available at FINRA's BrokerCheck website.

Our approach

During the current period of market pressure, we’re watching the markets closely and are committed to helping you navigate the cycles of volatility.
We believe it is important to stay focused on your financial goals and to make sound decisions based on current information, your long-term asset allocation and your risk tolerance. If you have concerns or questions about your portfolio or goals, let’s talk. Together we can determine what, if any actions, you can take. We’re available to connect with you as is most convenient during this time, including by phone or online.
For ongoing information and updates, see the Market Volatility resources page on our Insights tab.

Your retirement puzzle

These days, it’s not unusual for retirement to last 20-30 years – or even longer. That means you’ll need to create a secure income for yourself that will be there for you as long as you’ll need it. I’d like to share a short video with you that I think you’ll find interesting. It describes a solution that can help you ensure your income will last for as long as you need it. Visit riversource.com/puzzle to view “How do you solve your retirement puzzle?” After you’ve watched the video, contact me and we’ll talk about how this income solution might fit into your retirement plans.

Our videos

11 videos

The Ameriprise difference

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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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3 actions to navigate the changing market

Strong market downdrafts driven by coronavirus fears can feel unsettling. Anthony Saglimbene, Ameriprise Global Market Strategist, sums up what to watch for and three actions to take with your advisor to help keep your portfolio on track. (2:02)