Our Confident Retirement® approach

Retirement planning made easy

We make retirement planning more manageable by breaking it down into doable steps. Our approach helps ensure you cover essential expenses and ensure your lifestyle so that you'll be able to do the things you've dreamed about in retirement. Our advisors help you prepare for the unexpected and encourage you to think about your legacy.

The Confident Retirement approach

Together, we'll build a plan to help ensure you have the means to live on your terms, and then we'll track your progress along the way. We want you to feel more confident about your future.

The 3-Minute Confident Retirement Check

Covering essentials

This is where we cover your absolute 'must haves.' A place to live, utilities, transportation. We help you find guaranteed or stable income sources to cover these expenses.

Ensuring lifestyle

These are all things you want to have or want to do so you can enjoy the retirement you've worked so hard for. We help you build a sustainable investment and withdrawal plan to cover these expenses.

Preparing for the unexpected

These are the things that could derail your retirement. Such as an accident or disability. We help you prepare for the certainty of uncertainty.

Leaving a legacy

This is what you'll leave to your kids, your place of worship, your community. We'll work with you to help ensure your money goes where you want it to.

Gauge your retirement readiness

You're on your way. But, there's more you can do to retire on your terms. 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.

The 3-Minute Confident Retirement <sup>®</sup> check

of the clients who have had the Confident Retirement   conversation feel more confident about retirement.1

"I never thought a simple conversation with our Ameriprise advisor could help so much."

of American workers feel "very confident" about their retirement.2