Real trust comes from true collaboration

To provide truly personalized advice, your Ameriprise advisor will learn about you: What’s most important to you? What are your concerns? Based on your priorities, your advisor will create a financial strategy specific to your needs and goals that helps you feel confident, connected and in control of your financial life.

Advisor

Your goals are individual. We believe financial advice should be too.

The connection between you and your advisor is what sets Ameriprise apart. When you work with us, 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.

A personalized plan and recommendations for a diversified portfolio, and solutions to protect you from uncertainty

We provide investment and portfolio recommendations that are based on your individual goals, and asset allocation recommendations that reflect your risk tolerance.

Regular meetings to review your goals, progress and investments

As you work with your advisor, you’ll meet regularly to review your goals, analyze your progress and update your approach as needed. You can always contact your advisor 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 track your progress toward your goals, and ways to and share information with your advisor, 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.