How Ameriprise can help

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What is a comprehensive financial plan?

Ameriprise Financial can help put you in control of your financial future. Whether you want to save for your child's education, plan for retirement, or protect the people and things most important to you, we can help you achieve your objectives.

According to the Financial Planning Association^® (FPA^®), a comprehensive, written financial plan is one that you develop with a paid, professional advisor and includes 3 or more of the following components:

Retirement planning
Investment (asset allocation) planning
Savings planning
Insurance planning (life, disability, long-term care, etc.)
Estate planning
Tax planning
Managing or reducing debt
College savings planning

Ready to talk with an advisor?

We begin with a confidential consultation. The first time you meet with an Ameriprise financial advisor, you'll talk about your dreams, goals and main concerns. Your advisor will explain how we use our unique Dream > Plan > Track >^® financial planning approach to take a look at your unique financial situation.

Locate an Ameriprise financial advisor
Or, complete this form to have an advisor contact you.

Need more information?

If you're not ready to contact us, learn more about our company and our advisors:

FPA^® and Ameriprise^® Value of Financial Planning study conducted by Harris Interactive, August 2008.

The FPA - Ameriprise Value of Financial Planning Study

Corporate Entities and Important Disclosures, Website Rules and Regulations, Privacy and Security Center and About Email Fraud

*Ameriprise helped pioneer the financial planning process more than 30 years ago. Our unique Dream > Plan > Track >^® approach is about more than just numbers, it's both science and art. We have more financial planning clients and more CERTIFIED FINANCIAL PLANNER™ professionals than any other company in the U.S. based on data filed at adviserinfo.sec.gov and documented by the Certified Financial Planner Board of Standards, Inc. as of Dec. 31, 2009.

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