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1 Ameriprise Financial Confident Retirement Client Survey results from May 2012 through May 2018. All results are reflective of top-two box responses (strongly/somewhat agree). The Confident Retirement approach is not a guarantee of future financial results.
2 Based on a sample of 1,170 clients surveyed in January 2017 who have had the Confident Retirement approach conversation with their advisor and 1,000 general population respondents.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP?, CERTIFIED FINANCIAL PLANNER? and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
Investment products are not federally or FDIC-insured, 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.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
Ameriprise Financial Services, LLC. Member FINRA and SIPC.