Is Ameriprise Financial right for you?

More people come to Ameriprise Financial for financial planning than any other company.¹ These individuals see a direct relationship between their dreams and planning, and they share some very similar characteristics. See if this sounds like you.

You're ready to take charge of your future

New clients often tell us, "I'm tired of putting off my financial goals." They're ready to start moving forward, taking steps toward reaching their dreams. And that's encouraging.

You're open to exploring the benefits of an ongoing working relationship with an advisor

A financial plan isn't just about crunching numbers. It means working with a professional who can help you plan for your financial goals over a lifetime, and follow your progress.

An advisor examines your financial picture to understand where you are, and where you want to go, before working with you on a plan.

Our unique Dream > Plan > Track >^® approach to financial planning looks beyond the numbers to get a clear understanding of your financial needs, goals and dreams.

You feel fairly confident about your financial decisions, but sometimes you'd like a second opinion

You've done some research on finances, investments and insurance and understand that it's important to have a financial plan. But having someone to occasionally help you evaluate information or recommend specific products would raise your comfort level.

Research shows that a financial plan provides a higher level of satisfaction with the management of one's financial affairs.²

You want to protect what you have today and build your wealth for tomorrow

An effective financial plan takes a 360-degree look at your financial picture. Ameriprise Financial takes a holistic view of your financial situation — how you're saving, spending, investing and protecting what you have — and offers a full range of options to suit your needs, including investment options, insurance products and banking products.