Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal.

Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together.

What to expect

• Professional help in clarifying your financial goals and priorities
• If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives
• Accurate information about our tailored solutions, including risks, benefits and costs

What to bring

• A list of any questions you have regarding your current financial situation
• Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention
• A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.