What you can expect when you work with Ameriprise
At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
1:1 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, ensure they’re updated when needed, and help track your progress along the way.
A personalized plan and 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. Together, we will discuss solutions and other options to help protect you from the unexpected.
Regular meetings to review your goals, progress and investments. Ongoing, we 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.
Feel confident about your financial future.
Your life never stops evolving, so our process is ongoing and flexible. We’ll continue to talk about what matters most to you. As your circumstances and priorities change, we’ll help you make adjustments to keep you on the path that leads to your goals.
Identify goals and prioritize objectives: We’ll discuss your dreams and goals, then decide where to focus first.
Gather information: We’ll review important records (investments, taxes, insurance and retirement plans) to understand the big picture.
Analyze information: We’ll look at all aspects of your financial life and how they fit together so you can see where you need to make changes.
Propose recommendations: With a clear picture of your financial life in mind, we’ll map a path to help you reach your goals.
Take action: We’ll decide how to work together and identify the products and services that are right for you.
Track ongoing progress: We’ll regularly review your progress and help you make adjustments to keep you on track with your goals.