Try the 3-Minute Confident Retirement® check | Ameriprise Financial

Try the 3-Minute Confident Retirement® check

Retirement questions–everyone has them. Our 3-Minute Confident
Retirement check can help you start finding the answers. Gauge your retirement
readiness and see where you stand. Then contact an Ameriprise financial advisor.
Retirement questions–everyone has them. Our 3-Minute Confident
Retirement check can help you start finding the answers. Gauge your retirement
readiness and see where you stand. Then contact your Ameriprise financial advisor.
Your privacy is important. We will not ask for any personal information.
Ameriprise Financial Services, Inc., Member FINRA and SIPC.
Background and qualification information is available at FINRA's BrokerCheck website
Covering essentials
How does this work?

How the 3-Minute Confident Retirement check works

1.
Answer questions that are simply organized in four key planning areas:
  • Leaving a legacy
  • Preparing for the unexpected
  • Ensuring lifestyle
  • Covering essentials
2.
Your triangle builds as you go.
As you answer questions in each retirement planning area, you will fill in triangles. The more prepared you feel, the more triangles you will fill.
3.
Compare your results
See where you stand against both a U.S. average1 and the average of Ameriprise clients who have been through our Confident Retirement approach.2
Talk with an advisor to learn how we can help make retirement planning more manageable, while helping you feel more confident.
Talk with your advisor to learn how we can help make retirement planning more manageable, while helping you feel more confident.
OK
2 The Ameriprise client average represents a sample of 524 Ameriprise clients surveyed in October 2013 who have had the Confident Retirement approach conversation with their advisor.

Share your results with your advisor

On the secure site on ameriprise.com

Securely share your 3-Minute Confident Retirement check results with your advisor — upload them now to your Statements & Documents page. Here's how:
  1. Download your results [PDF]
  2. Log in to the secure site on ameriprise.com. From the Overview Page, go to Statements & Documents.
  3. Click "Upload new file," select a "Share" button and then "Upload."
If you have questions, please contact your advisor.

Thank you, your results were sent to your advisor.

We're sorry, there was an error sending this email. Please try again.

Or share your results on the secure site on ameriprise.com.

Where you stand.

Back
  • U.S. AVERAGE
  • YOU
  • AMERIPRISE CLIENT AVERAGE
Download a PDF of your results
Contact an advisor Contact your advisor

The Confident Retirement approach

Back

Our advisors help make retirement planning more manageable by breaking it down into small steps.
Your advisor can help make retirement planning more manageable by breaking it down into small steps.
See how you compare
Download a PDF of your results
Keep your momentum going.
Contact your Ameriprise financial advisor and ask about the Confident Retirement approach. You'll have an important discussion about your retirement journey. 90% of the clients who have had the Confident Retirement conversation feel more confident about retirement1
Contact your advisor
See where you stand
Questions you may want to ask your advisor based on your responses: How can I generate monthly retirement income to replace my paycheck?

How can I create a withdrawal plan that suits my lifestyle?

How can I make sure I can cover the costs Medicare doesn’t?
Keep your momentum going.
Contact an Ameriprise financial advisor and ask about the Confident Retirement approach. You'll have an important discussion about your retirement journey. 90% of the clients who have had the Confident Retirement conversation feel more confident about retirement1
Contact an advisor

Why Ameriprise?

  • 1894

    For more than a century, we've been helping Americans

  • 5

    Top 5 branded advisor force in the U.S.2

  • #1

    We have more CERTIFIED FINANCIAL PLANNERTM professionals than any other firm.3


Your results: A picture of your retirement readiness.

Click on each triangle piece below for details
Have you estimated the annual income you will need in retirement?
You responded:
You've prepared by:
NO
1

Select a triangle piece to see how you compare.

See how you compare
Download a PDF of your results
Keep your momentum going
Contact an Ameriprise financial advisor and ask about the Confident Retirement approach. You'll have an important discussion about your retirement journey. 90% of the clients who have had the Confident Retirement conversation feel more confident about retirement2
Contact your Ameriprise financial advisor and ask about the Confident Retirement approach. You'll have an important discussion about your retirement journey. 90% of the clients who have had the Confident Retirement conversation feel more confident about retirement2
Contact an advisor Contact your advisor
More about our Confident Retirement approach
See where you stand
Get
started

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