Feel confident, connected and in control by working with a personal financial advisor

Saving for the future is a given, but you also need to plan for and balance many priorities for you and your family today. At Ameriprise, a financial advisor will provide a truly personalized, financial strategy to help you meet your goals now and in the future.

Advisor

Personalized financial advice starts with your financial goals

Truly personalized financial planning should be done person-to-person. When you meet with an Ameriprise financial advisor, expect an experience that reflects our commitments to every client.

1-to-1 financial advice based on your goals and needs

Whether your goals include retirement, education, or a major purchase like a second home, we begin with what’s most important to you. We document your goals, adjust them when your life changes, and help you track your progress along the way.

Personalized recommendations for a diversified portfolio, and solutions to protect you from uncertainty

We deliver investment and portfolio recommendations based on your unique goals, and asset allocation recommendations that reflect your risk tolerance.

Regular meetings to review your goals, progress and investments

Going forward, we’ll review your goals, analyze your progress and update your approach as needed. You can contact us at any time with questions or for help.

Anytime access to your investments and digital tools to help you stay on track

At any time, from any device, you have access to your investments and accounts, digital tools to help track your progress toward your goals, and ways to stay connected safely and securely.

THE AMERIPRISE CONFIDENT RETIREMENT ® APPROACH

Are you ready for what comes next?

Our Confident Retirement® approach looks across all aspects of your financial life to help you bring your goals to life. Try the 3-Minute Confident Retirement Check to see where you stand today.

 

Confident Retirement Triangle
How confident are you that you'll be able to afford any unexpected expenses in the future? THE 3-MINUTE CONFIDENT RETIREMENT ® CHECK

of clients who have had the Confident Retirement conversation feel more confident about retirement.3

of Ameriprise clients who have gone through the Confident Retirement approach feel confident they can cover these costs, making them 4% more likely to feel this way than the U.S. average.4

 

Great! Let's look at some other aspects of your finances.

of Ameriprise clients who have gone through the Confident Retirement approach feel confident they can cover these costs, making them 4% more likely to feel this way than the U.S. average.4

 

Nice start; let's plan next steps.

of Ameriprise clients who have gone through the Confident Retirement approach feel confident they can cover these costs, making them 4% more likely to feel this way than the U.S. average.4

 

It's never too late to start.

1Clients can rate an advisor or practice based on their overall satisfaction with the team or practice, on a scale of 1 to 5 (1 = extremely dissatisfied to 5 = extremely satisfied). Client experiences may vary and working with any Ameriprise Financial practice is not a guarantee of future financial results. Investors should not consider this rating a substitute for their own research and evaluation of a financial practice's qualifications. Not all clients may respond to these questions, and only clients with access to the Ameriprise Secure Client Site may submit a rating. Ratings reflect an average of all client responses received between 3/13/18 and 9/30/2018.
2Ameriprise Financial was rated #1 in the investment industry for trust according to the Temkin Group 2018 Trust Ratings. The Temkin Trust Ratings (TTR) is an openly available loyalty benchmarking metric. When companies have earned trust, their customers are willing to believe their claims and are more inclined to work with the company. The TTR is based on consumer feedback of their recent interactions with companies. Consumers were asked “to what degree do you TRUST that these companies will take care of your needs?” Responses are on a scale from 1= “do not trust at all” to 7= “completely trust.” TTR is calculated by taking the percentage of consumers that gave a rating of 6 or 7 and subtracting the percentage that gave a rating of 1, 2, or 3. See www.temkinratings.com for more.
3Ameriprise Financial Confident Retirement Client Survey results from May 2012 through May 2018. All results are reflective of top-two box responses (strongly/somewhat agree). The Confident Retirement approach is not a guarantee of future financial results.
4Based on a sample of 1,170 clients surveyed in January 2017 who have had the Confident Retirement approach conversation with their advisor and 1,000 general population respondents.
Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser.
Ameriprise Financial Services, Inc. Member FINRA and SIPC.