Confident Life Wealth Management - Ameriprise Financial Services, LLC

"Several years ago, as retirement began to become a subject for discussion, We decided to plan ahead and began looking at the inevitable. Mary and I reviewed our holdings both privately and with my retirement through the workplace and Social Security. There were many things to consider and we realized we did not have all the answers nor the expertise to make critical decisions. We knew Will Rogers through our Church and had heard of Ameriprise through his and other generic advertisements, so we decided to have a talk with Will. Mary and I decided that the fall of 2015 would be a good time for me to retire and Will helped us along for a smooth transition to the retired life. His advice and guidance lead to a comfortable and secure retirement for both of us. We can wholeheartedly recommend him and his associates as financial advisors to our family and friends. Mary and Joe Soparas"

"I cannot recommend Will Rogers and team enough. If you're looking for financial advice, go with Confident Life Wealth Management. They are honest, kind, and incredibly helpful people. You'll receive the advice you need and feel at ease knowing that you're being guided in YOUR best interest. Give them a call, you won't be disappointed."

"If you are looking for excellent financial planning advice, I highly recommend Ameriprise Financial Services of Evans, GA. We have been clients at Ameriprise in Evans, GA since January 15, 2013. Will Rogers, Heather Winner, Andrea Stripling, and everyone associated with that office have worked tirelessly with us to help us prepare for our retirement which began in May 2021, and they continue that effort to make sure we have all we need in our retirement. Their keen knowledge and understanding of the financial market enables them to have the ability to make the proper financial decisions and issue excellent financial advice to all of their clients. They are not just "investors" who handle your money, but people who care about your family and every aspect of your life. They have become a part of our extended family, and we are grateful that our family has become a part of their family. Contact them today for sound financial planning for your family."

"It is indeed a privilege to provide a most heartfelt recommendation for Will Rogers and his superb team at Ameriprise Confident Life Wealth Management in Evans GA! Donna and I came to know Will about 5 years ago when he was leading a capital campaign for the expansion of a faith-based non-profit life skills and job training center in western SC. Donna volunteer-taught at the center, and we met Will at an annual fundraiser. Donna and I had recently begun considering our retirement preparations, and during the course of the conversation Will mentioned his affiliation with Ameriprise and offered to meet with us to discuss our financial health and the benefits of professional asset management. In the months that followed we developed a relationship with Will that involved the identification of our Core Values, followed by a very thorough evaluation of our retirement financial health through the Confidential Client Checklist that reviewed our budget and analyzed our assets/liabilities including our 401-k, home and autos, all insurance coverages, estate planning, personal savings, tax history, and investment risk tolerance. Following the Ameriprise "financial pyramid" template, we then examined the constituent levels of Essentials Coverage, Ensuring Lifestyle, Preparing for the Unexpected, and Living a Legacy. In May 2016, we decided to seamlessly roll-over our 401-k to Ameriprise. The funds were then divided into two equally-sized managed accounts featuring different investment vehicles and corresponding strategies that took into consideration our risk tolerance and anticipated need time-frame. Within 7 months of our first meeting, we had retirement in our sights, which we entered in April 2017. Our decision for professional money management has been most fruitful. To supplement our overall retirement income, we have been drawing a small monthly distribution from the accounts for nearly 4 years now. Over this same time, we have withdrawn from these accounts approximately 20% of the original total. These funds helped finance a series of home renovations, an education loan payoff, a vehicle loan payoff, and various unforeseen needs. To date despite the monthly withdrawals and expenditures, and management fees, through Will and his team's astute oversight our accounts have increased in value by over 25%. An additional benefit has been the relationship that has been fostered between our tax accountant in TX and Will. They have worked together very well to keep us in the lowest income tax bracket in consideration of the current laws. For example, as recommended in 2018 we implemented a "bundling" strategy for tax deductions using alternating years to take maximum advantage (i.e., claiming itemized deductions in one year, then claiming the standard deduction in the next year). For example, as a hedge against market volatility it was recommended in early 2020 that we begin doing Roth IRA conversions from our accounts, with the amount converted being dependent upon us staying within the lowest income tax bracket. To date, that Roth IRA has appreciated over 200%. Even though we are now 900 miles apart (East GA vs. North-central TX), Will and his team have always been most personable, accessible, and very responsive to all of our questions and concerns. Every six months Donna and I have a teleconference with Will and other team members as required to review changes in our personal lives, families, past investment performance and future direction, projected future monetary needs, tax considerations, gifting, etc., all within the framework of our declared Core Values and the "financial pyramid" levels. Donna and I are so excited that our son and daughter-in-law in TX have recently reached-out to another member of Will's team, Heather Winner, and that they too have begun developing a relationship with Ameriprise for their financial future. We are most satisfied with Will and his team, very pleased with their management of our assets, and we are looking forward to the future with confidence!"