Our approach to financial planning
Dream > Plan > Track >®
Ameriprise offers true financial planning, using a comprehensive and ongoing approach to help you manage all areas of your financial life. In fact, more people come to Ameriprise for financial planning than any other company.1 Our Dream > Plan > Track > approach is unique in the industry.
What is the Dream > Plan > Track > approach?
Define your DREAM
We'll talk with you about the needs you have today and your dreams for tomorrow, from paying for college to saving for a comfortable retirement. Together we'll determine where you'd like to go, what you'd like to do and where you'd like to be in years to come.
Develop your PLAN
We provide a tailored financial plan based on a clear understanding of your needs, situation and goals. Then, you and your advisor will determine the right combination of products and services needed to implement your financial plan.
TRACK your progress
Your needs and goals evolve over time. Through our ongoing relationship, we'll revisit your plan and make adjustments to your strategies and tactics, helping you stay on track.
Rate this
1 Based on the number of financial planning clients annually disclosed in Form ADV, Part 1A, Item 5 available at adviserinfo.sec.gov as of December 31, 2006.
2 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.
3 As of December 31, 2008
4 Ameriprise Financial Third Quarter 2009 Statistical Supplement, Oct. 21, 2009.
Brokerage, investment and financial advisory services are offered through Ameriprise Financial Services, Inc. Member FINRA and SIPC.
Find an advisor
Related information
What is financial planning?
Learn about comprehensive financial planning and how it may help you reach your dreams
Read what financial
planning offers
All the resources you need
An advisor can recommend products, services and other ideas to streamline your financial life.
Why Ameriprise
Why Ameriprise
- More people come to Ameriprise for financial planning than any other company2.
- We have more than 2 million individual, business and institutional clients3.
- Ameriprise Financial has more than 10,000 branded financial advisors4.