Building a Confident Retirement

Shannon Lutze, CRPC®

Private Wealth Advisor

Building a Confident Retirement

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Help your clients build a more confident retirement

Our exclusive Confident Retirement® approach underpins our commitment to personalized, goal-based advice. Create a comprehensive road map for your clients’ financial futures — from covering essential expenses to leaving a legacy:

  • Covering essentials: The necessities and monthly expenses that keep clients’ lives running
  • Ensuring lifestyle: The things clients want to do and how they want to live in the future
  • Preparing for the unexpected: The unforeseen events that could derail clients’ plans
  • Leaving a legacy: The impact clients can make on people, charities and causes that are important to them

We’ll help you deliver customized guidance and advice based on that plan — providing clients value they can’t find elsewhere. In addition to the Confident Retirement approach, our platform of products and goals-based advice makes it easy to meet your clients’ unique needs. Deliver a  personalized experience that addresses all aspects of your clients’ financial lives.

1 Ameriprise Financial Goal-Based Advice Survey. Results from July 2018 through August 2021, reflecting 3,889 client responses. The percentages cited reflect those who agree or strongly agree with each statement (on a 5-point scale). Clients may complete a survey via the secure site after their goals are published online.
The Confident Retirement approach is not a guarantee of future financial results.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
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.