How we work

Help protect the people and things you care about

Life is full of twists and turns. Unexpected events like an illness or accident can throw even the best laid plans off course. You deserve the life you’ve worked hard for, so you’ll want to plan ahead so you don’t use up your hard-earned savings on emergencies.

Working together, we’ll help you prepare for the unexpected by talking about solutions like health, long-term care, disability income and life insurance. We’ll also discuss property and liability coverage. Preparing for the unexpected is just one of four key needs that we’ll plan for together using our exclusive Confident Retirement® approach.

Areas of focus

  • Investments
  • Saving for Education
  • Retirement Planning Strategies

Community participation

We enjoy working with other volunteers to help families in our community.
We enjoy working with other volunteers to help families in our community.

June, 2018 - Hosted National Day of Service with Greensboro Urban Ministry. We served lunch to around 400 people and sorted canned goods in the Food Bank.

November, 2018 and July, 2019 - Hosted National Day of Service with BackPack Beginnings. We sorted and packaged food backpacks for children in need in our community.

November, 2019 - Hosted National Day of Service with BackPack Beginnings and sorted nearly 3,000 pounds of food to help children in need.

[Check back regularly for updates.]

  • Greensboro Urban Ministry
  • Second Harvest Food Bank of Northwest North Carolina
  • Backpack Beginnings

Our videos

5 videos

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