How will you be brilliant? We can help.

We start with questions instead of answers. Some questions we may ask include:

· What is important about life to you?

· What experiences do you look forward to or wish to avoid?

· What stands between where you are and the life you want to live?

· Does your retirement income distribution plan account for changing tax brackets?

· What are your key expectations of a financial advisor?

As we get to know you, we then apply our Confident Retirement® approach, addressing four key areas to help you enjoy a more confident life.

I predominantly work with Executives, Engineers, Educators and Health Care Providers, some of them featured in the videos below. The Profile, Insights and Working Together tabs can also show you who we are and how we help. Sign up for our newsletter or follow us on Facebook and Twitter to receive regular insights and ideas you can use.

With the right advice your next move can be brilliant.

Insights from Will Rogers...

Videos on tax planning strategies, helping charities, living a wealthy life and more can be found in the "My Videos" section below. Here are some insights I've shared with the media:

As seen on WRDW News 12:

Ameriprise Financial helps serve meals to those in need

The Augusta Chronicle:

Financial advisor guides clients through stormy waters

"I'm all about people who care about the community, want to not only provide for their family, but to also make the world we live in a better place."

From Augusta CEO:

Tips for Balancing Your Business and Family Finances

How to Protect Your Assets From Unexpected Events Here in the C.S.R.A

Keeping Your Current Lifestyle in Retirement When Retiring in or near Augusta

Disclosure: By clicking the link, you will leave Be aware that the linked site will be subject to rules, regulation, and privacy and security provisions that are separate, and may differ, from Ameriprise Financial.

Third-party information and opinions, including those available through provided links, are believed to be reliable, but accuracy and completeness cannot be guaranteed by Ameriprise Financial. They are given for informational purposes only, are not intended to be used as the sole basis for investment decisions and may not meet the particular needs of an individual investor. Ameriprise Financial and its representatives do not give legal or tax advice. You should seek the advice of professionals, as appropriate, regarding the evaluation of any specific information or advice.

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My Videos(12 videos)

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Gauge your retirement readiness

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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Everyone has different financial goals and priorities. The right financial advisor can offer personalized, comprehensive advice that helps you prepare for what’s expected in life and even what’s not. Visit to learn more. (0:30)