Vivian M Derrickson

An Ameriprise Platinum Financial Services^® Practice

CFP^®, CLU^®
Senior Financial Advisor

(315) 251-0512
6319 Fly Rd
Ste 2
East Syracuse, NY 13057

vivian.m.derrickson@ampf.com

Contact Information

(315) 251-0512
6319 Fly Rd
Ste 2
East Syracuse, NY 13057

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www.ameripriseadvisors.com/vivian.m.derrickson

Working Together

Meeting with a financial advisor is an exciting first step toward creating a solid financial plan for your future. We understand, however, that many new clients are not quite sure what to expect or what to bring to the initial meeting.

The first meeting will be a conversation that will allow you and the advisor to get to know one another through focusing on your current situation and future dreams. Moving forward, your Ameriprise advisor will continue to have discussions about all aspects of your financial situation and how it relates back to your dreams and goals.

What to expect

While every client meeting is unique, during the first meeting, an Ameriprise advisor will usually:

Provide a history of Ameriprise Financial and our approach
Explain the financial planning process
Identify your goals and any financial concerns

What to bring

For the first meeting with an advisor we suggest you bring the following:

A list of any questions you have regarding your current financial situation.
Supporting documents for accounts or areas of your financial picture that you feel deserve immediate attention.
A list of future dreams and goals you would like to achieve, including both short and long-term goals.

Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.

Ameriprise Financial First Quarter 2008 Statistical Supplement

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.

As a member of a highly experienced and qualified team, your Ameriprise Platinum Financial Services® advisor provides the attention and expertise required to address the financial complexities that come with increasing wealth. With years of experience balancing growth and protection through financial planning and recommending financial solutions for clients facing similar challenges, your advisor is committed to delivering the personalized service you need.

Ameriprise Financial has more than 110 years of history helping clients plan for retirement. We have more than 2.8 million individual, business and institutional clients and $451 billion in owned, managed and administered assets as of March 31, 2008.

We offer and distribute a broad array of investment and insurance protection products and services that help our clients stay on track toward their financial goals and dreams. Our comprehensive and personalized financial planning approach is built on a long-term relationship with one of our more than 10,000 knowledgeable advisors who help clients prepare for the future.*

Ameriprise Financial First Quarter 2008 Statistical Supplement

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*Ameriprise helped pioneer the financial planning process more than 30 years ago. Our unique Dream > Plan > Track >^® approach is about more than just numbers, it's both science and art. We have more financial planning clients and more CERTIFIED FINANCIAL PLANNER™ professionals than any other company in the U.S. based on data filed at adviserinfo.sec.gov and documented by the Certified Financial Planner Board of Standards, Inc. as of Dec. 31, 2009.