True financial planning
Ameriprise Financial focuses on true financial planning
Few people understand what true financial planning really means. Many assume they have a financial plan when they contribute to a company's 401(k) plan or when they obtain investment advice or portfolio management services. But none of these is true financial planning.
So what is true financial planning?
We define true financial planning as a comprehensive, ongoing approach to managing all areas of your financial life that takes into consideration your income, expenses, investments and debt; your short-term and long-term goals such as paying for college or retiring comfortably; your taxes and financial risks such as disability and death; and, finally, leaving a legacy.
More people come to Ameriprise for financial planning than any other company.*
| What many people think it is | What true financial planning really is |
|---|---|
| About investments and pie charts | About the big picture |
| Once and done | Ongoing — your life changes so your plan should too |
| Only about the bottom line | About dreams, confidence and freedom |
| Begins with numbers | Begins with your dreams, then the numbers |
| Based on transactions | Based on a long-term, one-to-one relationship with an advisor |
Dream > Plan > Track >®
We take a different kind of approach to financial planning called Dream > Plan > Track >. We start with your dreams, not just the numbers. Our unique approach is designed to help you manage the financial needs you have today while planning for tomorrow's dreams.
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1 Based on the number of financial plans annually disclosed in Form ADV, Part 1A, Item 5, available at adviserinfo.sec.gov as of Dec. 31, 2008.
2 As of December 31, 2008
3 Ameriprise Financial First Quarter 2009 Statistical Supplement, April 21, 2009
* Based on the number of financial plans annually disclosed in Form ADV, Part 1A, Item 5, available at adviserinfo.sec.gov as of Dec. 31, 2007.
Brokerage, investment and financial advisory services are offered through Ameriprise Financial Services, Inc. Member FINRA and SIPC.
Throughout your financial planning relationship, you can count on a continuous level of support, even though you may work with different advisors over time as circumstances dictate.
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Beginning the financial planning process
Learn what to expect at your first consultation.
Getting started
Why Ameriprise
Why Ameriprise
- More people come to Ameriprise for financial planning than any other company1.
- We have more than 2 million individual, business and institutional clients2.
- Ameriprise Financial has more than 10,000 branded financial advisors3.