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The Phelps Group
A private wealth advisory practice of Ameriprise Financial Services, LLC

Get started with personalized financial advice

How to Get Started With The Phelps Group

Retirement today looks very different from previous generations. Many retirees may spend 25, 30, or even 35 years in retirement, making the decisions you make today increasingly important to your long-term financial future.

As your wealth grows, so does the complexity of managing it. What may have started as a few retirement accounts can evolve into a combination of investment portfolios, retirement plans, Social Security decisions, tax considerations, estate planning needs, charitable giving goals, business interests, and family legacy objectives.

At some point, managing these moving pieces on your own can become challenging.

At The Phelps Group, we help clients bring together the various aspects of their financial lives into a coordinated strategy that supports their goals today and for decades to come.

Advice to help you achieve what’s most important to you

One to one financial advice based on your goals and needs

We begin with what's most important to you - from goals that can include retirement or education, to a major purchase like a second home.

How to begin

1. Schedule your complimentary initial consultation

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If you're interested in learning more about how we can help you meet your financial goals, schedule a complimentary initial consultation. Even if you're already working with another professional, we can give you a new perspective and answer your unaddressed questions.

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2. Prepare for your consultation

Before we meet, consider these financial questions:
  • What are your most important financial goals right now?
  • What concerns you most about your finances?
  • Did a specific life event or need prompt you to seek advice?
  • How are your investments performing in current market conditions?
  • What are you looking for from a financial advisor? What are you not receiving currently?
To help understand your current financial picture, we may also ask you to bring recent bank and investment statements and insurance policies.

3. Get to know us

The Phelps Group, Ameriprise Financial

Because the People Guiding Your Wealth Matter Just as Much as the Strategy

You’re trusting someone with your retirement, your family, and your financial future. Before you decide who to work with, take a closer look at the team, experience, and our commitment that set The Phelps Group apart.


4. Meet with us

During our initial consultation, we'll discuss your financial priorities and goals, how we can work together, estimated costs and fees, and next steps.

View our services and solutions

Our ongoing partnership

Our first meeting is just the beginning of an ongoing relationship. A lasting financial relationship can help you prepare for and navigate unforeseen events as they arise. Connect with us when you need to, in person, by phone or online.

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We look forward to hearing from you

For more than 130 years, Ameriprise advisors like us have been helping people like you achieve their financial goals. When you’re ready, reach out to schedule your complimentary initial consultation.

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