Ameriprise Financial Advisors have extensive experience helping clients like you deal with the complexities of wealth. We work closely with you to explore the full range of opportunities your wealth can bring, advise you on strategies for harnessing its potential and to protect what is most important to you. Our Seasons of Advice® approach is designed to help make your life easier and more rewarding, while fully re-evaluating your plan each year.
Seasons of Advice® focuses on the following four seasons:
Goal Tracking Season – We examine your progress, re-evaluate our assumptions and possibly re-set our strategies. .
Asset Allocation Season – Incorporating the criteria established in the goal tracking we examine risk tolerance, investment time frame and create an investment strategy for the next twelve months.
Mid-Year - Family, Security and Cash Flow Season – Cash flow is revisited and there is a complete review of estate planning strategies and employee benefits, including the annual insurance review.
Tax Planning Season – We create a framework to help you organize your taxes. If requested, we will work with your accountant to help you make informed decisions during the next tax season.