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UDB Financial

A financial advisory practice of Ameriprise Financial Services, Inc.

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Resources

Files for download

Build Financial Confidence (181KB)
Social Security Analyzer - Client Intake Form (183KB)
Ameriprise Story Fact Sheet (131KB)
Confident Retirement conversation guide (2182KB)
Confident Retirement conversation guide for Wealth Builders (3320KB)
Confident Retirement data gathering sheet (602KB)

Market perspectives

Before the Bell - January 24
Weekly Markets Commentary - January 21
Perspectives from Columbia Threadneedle - January 06
Economic Views Brief - November 15

Calculators

Retirement Calculators

Retirement Income Calculator

Explore how much monthly income your retirement savings can provide. Get started
Retirement Planner

Create a model retirement plan that includes retirement account balances, anticipated annual withdrawals and several Social Security options. Get started
Roth IRA Conversion

Decide whether a Roth IRA conversion is right for you. Get started

Investing Calculators

Investment Returns

Learn whether your anticipated investment returns will meet your long-term investment goals. Get started
Impact of Inflation on Investment Returns Calculator

Determine the effect inflation has on your investment returns over time. Get started

Personal Finance Calculators

Accelerated Debt Payoff

Discover how much you could save in interest expenses by consolidating and increasing payments on your debt. Get started
Refinance Interest Savings

Determine how much refinancing may save you, plus learn the number of months to break even on closing costs with a reduced monthly payment. Get started
Net Worth Calculator

Figure your current net worth and estimate your outlook for the next 10 years. Get started

Education Calculators

College Savings

Estimate whether you’re saving enough to fund your educational goal. Get started

Taxes Calculators

Savings, Taxes and Inflation

See how much your savings will be worth after taxes and inflation. Get started

Connect with us

318.442.4944

martha.bankston@ampf.com

Office Locations

The information in these documents is provided by a third party and has been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Ameriprise Financial Services, Inc. While the publisher has been diligent in attempting to provide accurate information, the accuracy of the information cannot be guaranteed. Laws and regulations change frequently, and are subject to differing legal interpretations. Accordingly, neither the publisher nor any of its licensees or their distributees shall be liable for any loss or damage caused, or alleged to have been caused, by the use or reliance upon this service.
Ameriprise Financial cannot guarantee future financial results.
Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

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Ameriprise financial advisors are individually licensed/registered to do business only in certain U.S. states. Please refer to an advisor’s personal website, accessed through the Team Tab above, for a list of states.

Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser.

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