Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser.

Ameriprise Financial Services, Inc. Member FINRA and SIPC

© 2016 Ameriprise Financial, Inc. All rights reserved.

Balancing life today and dreams for tomorrow.

Kevin Taylor Financial Advisor Davis & Associates An advisory practice of Ameriprise Financial Services, Inc.

April 1, 2017

Finding financial balance

Today, tomorrow and in the future

Be prepared…

Ameriprise Financial cannot guarantee future financial results. Client experiences may vary.

How will you be brilliant?

Mapping your journey

Balance today and tomorrow

Get a guide to lead you

Prepare for the unexpected

Plan your personal roadmap

Adjust the plan as you run into detours

Navigating the road ahead

Today… and tomorrow…

Increase your savings rate by making smart tradeoffs

Manage your retirement income by using savings wisely

Build your wealth Safeguard your wealth

Protect what you will earn Protect what you have earned

Plan to make an impact on the people and causes you care about

Secure the impact you have on the people and causes

you care about

Enjoy a more confident, balanced life Enjoy a more confident retirement

Re-assess and adjust

Keep a steady balance

Manage transitions

Looking to the future

Confident Retirement®

approach

The Confident Retirement approach is not a guarantee of future financial results.

Covering essentials

Essentials are the necessities – the monthly expenses that keep your life running. Make the most

of your income and build a reserve to cover those expenses.

Solutions for covering essentials Maximize your

workplace benefits

Ensure your monthly expenses are covered with a cash reserve

Maximize your savings rate

Ensuring lifestyle

Lifestyle is about the things that you want to do and how you want

to live, today and in the future. Build a savings and investment

plan for what’s important.

Solutions for ensuring lifestyle

Match savings & assets against your goals

Develop smart investment plans

Consider the tax impacts

Investment products are not federally or FDIC-insured, 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.

15

Preparing for the unexpected

The unexpected are events that could derail your financial plan.

Protect yourself from the certainty of uncertainty.

Solutions for preparing for the unexpected

Protect the people and causes important to you

Protect against additional risks

Protect your income

Before you purchase, be sure to ask your sales representative about the insurance policy’s features, benefits and fees, and whether the insurance is appropriate for you, based upon your financial situation and objectives.

Leaving a legacy

Legacy is about the impact you’ll make on the people, charities and causes that are important to you. Plan now to maximize your giving

and make your wishes known.

Solutions for leaving a legacy

Ensure your family will be taken care of

Start creating your legacy today

Make your wishes known and update documents

Ameriprise Financial and its representatives do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues.

Bringing it all together

1 Ameriprise helped pioneer the financial planning process more then 30 years ago. We have more CERTIFIED FINANCIAL PLANNERTM professionals than any other company in the U.S. based on data by the Certified Financial Planner Board of Standards, Inc., as of Dec. 31, 2015. There is no guarantee that you will work with an advisor with a CFP® certification.

2 Company data. 3 Ameriprise Financial Q2 2016 Statistical Supplement. 4 Columbia Threadneedle Investments ranks 3rd for retail funds under management in the U.K.: Investment Management Association, data as of Nov. 2015.

No. 4 mutual fund advisory program in assets: Cerulli Edge – data as of Q1 2016. No. 5 branded advisor force in the U.S.: Company reports as of Q4 2015. No.8 variable universal life insurance provider (total assets): LIMRA International, Q4 2015. No. 13 in long-term mutual fund assets in the U.S.: ICI Complex Assets, Q4 2015. No. 10 variable annuity provider, LIMRA International, Q4 2015

Ameriprise Financial Founded in 1894.

Ameriprise Financial is America's leader in financial planning.1

More than 2 million individual, business and institutional clients.2

Ameriprise Financial has more than $750 billion in assets under management and administration.3

Ameriprise Financial maintains leadership positions in each of its four core business segments: Advice & Wealth Management, Asset Management, Annuities and Protection.1,4

Never taken a bailout.

Kevin Taylor Financial Advisor Ameriprise Financial 4550 W. 109th St, Ste 200 Overland Park, KS 66211 913.905.6210 Kevin.x.taylor@ampf.com

Thank you.

Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser. Ameriprise Financial Services, Inc. Member FINRA and SIPC © 2016 Ameriprise Financial, Inc. All rights reserved.