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
  • Retirement Planning Strategies
  • Saving for Education

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

Working with us

Ameriprise financial advisors deliver personalized financial advice to help you achieve your goals, today and tomorrow. Your advisor takes the time to understand what’s truly important to you. Together, they will document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings – both the expected and the unexpected.

Take the first step toward a more confident financial future by setting up an initial conversation.

What to expect from the first meeting

Your first meeting is complimentary and will focus on your financial needs, goals and values. During the conversation, you’ll learn the value of personalized advice, the costs associated with working together and next steps. It’s an opportunity for you to get a sense of what it might be like to work together.

To help your advisor understand your current financial status, it’s helpful to share information on accounts and income. Examples include:

  • Current income and expenses
  • Bank and investment statements
  • Home and real estate
  • 401(k) and IRA accounts
  • Insurance policies

Additionally, consider future financial goals you would like to achieve, including both short- and long-term goals.

Questions to consider before you meet

To prepare for your first meeting, think about your current financial picture and priorities. To help, consider these financial questions:

  • What are your most important financial goals right now?
  • What concerns you most about your finances?
  • Did a recent event cause you to seek advice?
  • What are you looking for from a financial advisor? What are you not receiving currently?

What you’ll receive going forward

Your first meeting is just the beginning of an ongoing relationship and process. When you work with an Ameriprise advisor, you can expect:

  • One-to-one financial advice based on your goals and needs
  • Personalized recommendations for a diversified portfolio, and solutions to protect you from uncertainty
  • Regular meetings to review your goals, progress and investments
  • Anytime access to your investments, and digital tools to help you stay on track

With right advice supported by research and online tools to track your progress, we can help you feel confident, connected and always in control of your financial life.