w your goals, progress and investments. Anytime access to your investments and digital tools to help you stay on track. Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
**Areas of Focus**
--Women's Financial Strategies
--Small Business
--Retirement Planning Strategies
--Retirement Income Strategies
--Estate Planning Strategies
--Investments
--Wealth Preservation Strategies
--Tax Planning Strategies
--Insurance
**Working Together**
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.
**Private Wealth Advisors**
Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience. Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.
