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Financial Planning

Jason Bailey, CRPC®

Complex Director, Financial Advisor

Ameriprise Advisor Group

Financial Planning

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This is why you became a financial advisor

As a longstanding leader in financial planning and advice, Ameriprise offers the support, technology, products and services you need to help clients prioritize and achieve their goals. We designed our financial planning process so you can provide clients with customized, ongoing guidance and advice, not just a one-time plan.

Using our leading-edge technology, you can gain a comprehensive view of each client's financial situation, address gaps that may not be apparent in investment-only relationships and use our wide range of solutions to fill those gaps. Our approach enables you to help clients:

  • Leverage and address opportunities that come with each life milestone
  • Plan for their dreams and goals, and make decisions that are based on an integrated view of their financial life today and in the future
  • Address the more complex and meaningful areas of their financial life, such as caring for heirs
  • Track progress toward goals and adjust their plans as goals change
  • Prepare them for a more confident retirement

In addition, our exclusive Confident Retirement® approach provides a straightforward framework for advisors and clients to help create a sound retirement plan. This approach engages clients in a meaningful conversation that covers both essential and lifestyle expenses, assesses vulnerability to the unexpected and helps in leaving a legacy.

Ameriprise earned a Hearts & Wallets Top Performer™ recognition in “unbiased, puts my interest first.”1

To learn more about the secure, integrated technology at Ameriprise, call us confidentially at 866.806.9984 or contact a recruiting director near you.

1Wants & Pricing Report (April 2019) from the Hearts & Wallets Investor Quantitative™ Database. Hearts & Wallets conducts an annual syndicated survey in which respondents are asked to rate their financial services providers in a variety of areas on a scale of 1 (not at all satisfied) to 10 (extremely satisfied). In 2018, 5,441 respondents provided 8,748 sets of ratings. The report designates Hearts & Wallets Top Performer™ in areas where customer ratings for one or more provider are “distinctively higher than customer ratings of other providers.” In areas where no provider ratings are distinctively higher, no Top Performers are designated. This rating is not indicative of future performance and may not be representative of any one client’s experience, as the rating i performance and may not be representative of any one client’s experience, as the rating is an average of a sample of client experiences. Ameriprise paid a fee to Hearts & Wallets to cite the results of the survey.
The Confident Retirement approach is not a guarantee of future financial results.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.