Three Reasons to Get a Second Opinion on Your Finances

Take a look at a company that cares about your dreams as well as your numbers — Ameriprise Financial. Our unique and collaborative Dream > Plan > Track >® approach to financial planning looks beyond the numbers to get a clearer understanding of your financial needs and goals.

There are three reasons you might consider getting a second opinion on your finances with a complimentary consultation from an Ameriprise financial advisor.

  1. Your financial plan is the foundation of an ongoing, collaborative relationship. An advisor will stay closely involved with your financial progress, meeting with you periodically to review progress and discuss any new developments in your life.*
  2. With more CERTIFIED FINANCIAL PLANNERTM professionals than any other retail advisory firm**, an Ameriprise financial advisor will show you how taking a disciplined approach to your finances can help you reach short-term and long-term goals.
  3. We deliver financial solutions that are tailored to meet your specific goals. They're uniquely yours, and that means they may change as your life changes.
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*Your advisor may change over time.

***Sources: CFP Board of Standards. There is no guarantee that you will work with an advisor with a CFP® certification.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.

This offer is only valid in the United States.

Please do not submit account or other confidential information via this form.

Neither Ameriprise Financial nor its affiliates or representatives offer tax or legal advice. Please consult your tax advisor or attorney to discuss your specific situation.

Ameriprise Financial cannot guarantee future financial results.

Brokerage, investment and financial advisory services offered through Ameriprise Financial Services, Inc. Member FINRA and SIPC, an Ameriprise Financial company.

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