Reaching your financial goals and creating the life you’ve always dreamed of is easier when you have access to the combined knowledge and experience of wealth management, accounting, and estate planning experts—all in one place. We’ve partnered to create a Coordinated Financial Care model that provides a seamless and hassle-free financial planning experience so you can stop worrying about the future and start enjoying today.
AGP provides personalized retirement planning, investment management, tax strategies, and other advisory services for clients at every stage of their financial journey. With access to the most powerful analytical tools and technology, we’ll help you create a plan that sets you on the right path toward your financial goals.
Capstone is a one-stop accounting shop that provides peace of mind for individuals with complex finances who need help navigating and managing their personal tax filings, ensuring compliance, identifying qualifying deductions, and making projections for the future. We’ll help you avoid the unnecessary stress of taking it all on by yourself.
eLegacy combines the legal knowledge and experience of certified attorneys with the convenience and simplicity of virtual communication. Our secure video conferencing platform allows you and your loved ones to meet with an attorney whenever and wherever it’s convenient for you, even if you’re not in the same state. Together, we’ll help you create a personalized estate plan that protects and transfers your legacy for a simple, flat fee—not an hourly rate.
The referring professional has a partnership with Ameriprise Financial and this advisor and may, from time to time, identify and refer potential clients who may benefit from Ameriprise Financial’s services. The personal relationship with the Ameriprise advisor creates a conflict of interest. Ameriprise advisors offer products and services based on appropriateness; therefore, not all referrals result in a client relationship.
The Compass is a trademark of Ameriprise Financial, Inc.
Ameriprise Financial cannot guarantee future financial results.
The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
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.
Capstone CPAs and eLegacy are not endorsed by nor affiliated with Ameriprise Financial. Capstone CPAs and eLegacy are not under the supervision of Ameriprise Financial, is not a broker-dealer or investment advisory firm.
You are not required to complete this form. If we obtain your signature on this form by conditioning our services on your consent, your consent will not be valid.
Ameriprise Financial Planning Services are optional, offered separately, and priced according to the complexity of your case and your financial advisor’s practice fee schedule. Your fees and financial advisor may be subject to change.
Financial planning is generally appropriate if you have financial goals, sufficient assets and income to address your financial goals, and are willing to pay an investment advisory fee for recommendations to help you achieve those goals. Please review the Ameriprise Financial Planning Client Disclosure Brochure or, for a consolidated advisory relationship, the Ameriprise Managed Accounts and Financial Planning Service Disclosure Brochure, for a full description of services offered, including fees and expenses.
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.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
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