Helping to preserve your hard earned money while working together to grow it
Investment Professionals, Inc. (IPI) seeks to bring investment, insurance and education, retirement, estate and tax planning strategies into one financial plan to maximize efficiencies and minimize gaps that can leave clients under-prepared and under-protected. In roles of both analyst and coach, we recommend tailored, practical solutions, explain complex issues and guide clients through implementation.
Regular check-ups for good financial health
Performance monitoring and maintaining an asset allocation1 in line with your changing investor profile is central to our role. Your financial consultant will keep you informed of progress toward your goals and show you how much investment income you'll have under different spending, saving and allocation scenarios over time – and if you'll have enough.
1 | Asset Allocation does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk.
Risk-managed financial strategies for individuals and business owners
Our best practices comprehensive approach to financial planning is designed to help mitigate risk. We can provide individual services or do comprehensive planning based on your preferences and comfort level.
- Financial Planning
- Retirement Planning
- Legacy Planning
- Education Planning
- Insurance & Annuities
- Trust Services
- Equity Investments
- Fixed Income
- Global Wealth Services
- Alternative Investments
About Ameriprise Financial
For more than 120 years, Ameriprise has remained true to its vision of putting its clients' interests first. Ameriprise is passionate about helping clients live the full and rich life they've earned, today, tomorrow and in the future. Ameriprise has helped millions of people invest billions of dollars for what's important to them. Today, Ameriprise is a leading global financial institution, with more than $875 billion in assets under management and administration.1 View the Ameriprise FINRA BrokerCheck listing.
Products and services available through Ameriprise
• Financial planning
• Retirement planning
• Funding education expenses
• Insurance and annuities
• Estate planning strategies
• Retirement income strategies
• Tax planning strategies
1 Company data, as of Q1 2018
Not Federally Insured | No Financial Institution Guarantee | May Lose Value
References to financial institutions are solely to indicate location.
Any financial institution referenced is not affiliated with Ameriprise Financial, Inc.
The Confident Retirement® approach is not a guarantee of future financial results.
Ameriprise Financial Planning Services are optional, offered separately, and priced according to the complexity of your case and your financial advisor's practice fee schedule. Your fees and financial advisor may be subject to change.
Investing involves risks, including changes in value and possible loss of the entire amount invested.
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.
Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser.
Ameriprise Financial Services, Inc. Member FINRA and SIPC.
© 2018 Ameriprise Financial, Inc. All rights reserved.