Things to consider
Working with a financial advisor
The idea of working with a professional financial planner can mean something different to everyone. You may have received one-time financial advice, filled out a questionnaire or worked with a broker to allocate your assets. At Ameriprise Financial, we bring you a more comprehensive, ongoing approach to financial planning.
Before you begin, you may want to consider the following:
- What type of role do you prefer to take when it comes to your finances?
- Do you enjoy handling your finances every day or do you prefer to take a more hands-off approach?
- What are you hoping to get out of a relationship with a financial advisor or planner?
- Have you set financial goals for yourself?
- Could you use a second opinion or another perspective about your current financial situation?
- How confident are you about achieving a financial goal that is important to you?
- Do you feel prepared to handle future events, such as retirement?
What we offer
When you work with one of our financial advisors, you're working together to protect your future, improve your life and reach your dreams over the long term. You're a team. If that idea appeals to you, it may be a good time to find the right advisor for you, one who understands and cares about your future dreams.
Choosing a financial relationship
Learn how to find a financial planner who suits your investing style.
Ameriprise Financial cannot guarantee future financial results.
Financial planning services and investments offered through Ameriprise Financial Services, Inc., Member FINRA and SIPC.