What to expect from an Ameriprise financial advisor
Each client has unique needs. That's why the Ameriprise financial advisor you meet will find out about your dreams and your financial situation before anything else. This knowledge can be the framework for a tailored financial plan and an ongoing, collaborative relationship.
It all starts with a conversation
In your first meeting, the advisor will ask questions and discuss issues that will form the foundation of your financial plan, based on our unique, collaborative Dream > Plan > Track >® approach to financial planning:
- Your dreams and financial goals
- Your current financial situation
- Insurance or estate needs
- Products and solutions that might fit into your plan
Planning
When you decide to work together, the advisor will provide you with a written financial plan that is aligned with your goals and needs. After you review the information, the advisor can help you determine how to put your plan into action.
Tracking
An advisor may meet with you periodically to review your plan, and make any adjustments that might be required by your changing needs. Along the way, the advisor will provide the information you require to make informed decisions about important issues such as:
- Retirement
- Cash and liability management
- Investments
- Estate planning
- Tax strategies
Your rights as an Ameriprise client
We uphold high standards, including respecting your rights as our client. These are defined in more detail in our Client Relationship Guide, but here are the highlights:
Sound financial advice
- Sound financial advice at a fair price, tailored to your investment objectives
- Professional help in clarifying your financial goals and priorities
- Accurate information on our tailored solutions, including risks, benefits and costs
Full and clear information
- About all costs related to our products, services and individual transactions
- About how we collect, use and safeguard your personal information
Quality service
- To be treated fairly, ethically and respectfully
- To receive timely, courteous service
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Neither Ameriprise Financial nor its representatives or affiliates provide tax or legal advice. Consult with your tax advisor or attorney regarding those issues.
You may not always work with the same advisor over an extended period of time.
Brokerage, investment and financial advisory services are offered through Ameriprise Financial Services, Inc. Member FINRA and SIPC.
Next steps
Begin planning for your future dreams
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At Ameriprise Financial, our primary service is financial planning.
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