Why Ameriprise
A unique approach to financial planning
Almost all the good things in life start out as dreams. Building a house. Starting your own business. Sending your children to college. Retiring.
If you have dreams, Ameriprise Financial has a way to help you make them happen — our unique and collaborative Dream > Plan > Track >® approach to financial planning.
It's much more than drawing up a one-time plan, buying some mutual funds or rebalancing your portfolio. Our approach provides the framework for a conversation that defines your dreams, helps us work together to create your plan, and continues throughout your life.
Today, Ameriprise offers true financial planning. Here's the difference:
You get a comprehensive approach to planning
Financial planning with Ameriprise covers many aspects of your financial life — saving, spending, investing, and protecting your assets and your family. All these elements work together, helping you to move toward your ultimate goals.
Your plan can be adjusted as your life evolves
Your family, career and needs change over time. So does the economy. That's why we'll meet periodically to track your progress, revisit your goals and adjust your plan as needed.
You have a personal, ongoing relationship with a financial advisor
You choose an advisor you feel will be a good fit for you in a continuing, one-to-one relationship. That advisor will get to know you, your needs and your dreams well, and will work to help you achieve them.
It starts with your dreams, not numbers
Before Ameriprise financial advisors do anything, they take the time to find out what's important to you. Only then do they work with you to develop the personalized, tailored plan that can help to:
- Optimize your saving and investing strategies
- Protect your family and your assets
- Evolve your strategy over a lifetime
You're in control
While you make the ultimate decisions about your plan, we'll provide the professional guidance you may need.
And taking the first step is easier than you think:
It all starts with a conversation.
You may not always work with the same advisor over an extended period of time.
Ameriprise Financial cannot guarantee future financial results.
1New Retirement Mindscape® study 2006. By Ameriprise Financial in conjunction with Age Wage and Ken Dychtwald, PhD, and Harris Interactive. Based on a national telephone survey of 2,000 people between the ages of 40 - 75.
Brokerage, investment and financial advisory services are offered through Ameriprise Financial Services, Inc. Member FINRA and SIPC.
Webcast
Questions, Answers & Actions for Unprecedented Times
View our recent webcast with James M. Cracchiolo, Chairman and CEO
Related information
Financial planning 101
Interested in doing some research before contacting an advisor?
Read through the basics of financial planning, try a savings
calculator or get our current perspective on the market.
Learn the basics