Financial planning services
Our flexible approach to financial planning is based on your unique situation and financial goals. We’ll help you plan for your financial goals and priorities. We will create personalized written recommendations based on an integrated view of your financial life, and we’ll help you achieve your financial goals and adjust to whatever life brings. You can even track progress towards your goals online.
Before purchasing financial planning services, be sure to read the following document:
Ameriprise Financial Planning Service Client Disclosure Brochure
Ameriprise financial planning service fees
Fees are determined by the complexity of your financial planning needs and your advisor’s financial planning fee schedule. When you participate in ongoing financial planning, you pay an annual fee. The fee for the first year of service may differ from the fee you pay in future years. You also have the option to engage in a consolidated advisory fee relationship for which you will pay a single Asset-based Fee for the Advisory Solutions program and financial planning.
More information about the consolidated advisory fee relationship is available in the following document:
Ameriprise Managed Accounts and Financial Planning Service Disclosure Brochure
Other things to consider
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The initial meeting is free of charge and is an opportunity to share your dreams and goals and get to know your advisor.
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In most cases you may need only one agreement, amended as needed for fee changes, relating to your ongoing financial planning services.
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The financial planning recommendations you receive are portable. You can act on these recommendations by purchasing products and services through Ameriprise Financial or another financial services provider.
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Through the course of your relationship with Ameriprise Financial, you may work with more than one financial advisor. If for any reason your financial advisor changes, we will work with you to ensure that your needs are met during that transition. At all times, we remain committed to helping you achieve your financial goals.
Ameriprise Financial cannot guarantee future financial results.
The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.