Ameriprise 2006 Annual Report Download - page 15

Download and view the complete annual report

Please find page 15 of the 2006 Ameriprise annual report below. You can navigate through the pages in the report by either clicking on the pages listed below, or by using the keyword search tool below to find specific information within the annual report.

Page out of 112

  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
  • 8
  • 9
  • 10
  • 11
  • 12
  • 13
  • 14
  • 15
  • 16
  • 17
  • 18
  • 19
  • 20
  • 21
  • 22
  • 23
  • 24
  • 25
  • 26
  • 27
  • 28
  • 29
  • 30
  • 31
  • 32
  • 33
  • 34
  • 35
  • 36
  • 37
  • 38
  • 39
  • 40
  • 41
  • 42
  • 43
  • 44
  • 45
  • 46
  • 47
  • 48
  • 49
  • 50
  • 51
  • 52
  • 53
  • 54
  • 55
  • 56
  • 57
  • 58
  • 59
  • 60
  • 61
  • 62
  • 63
  • 64
  • 65
  • 66
  • 67
  • 68
  • 69
  • 70
  • 71
  • 72
  • 73
  • 74
  • 75
  • 76
  • 77
  • 78
  • 79
  • 80
  • 81
  • 82
  • 83
  • 84
  • 85
  • 86
  • 87
  • 88
  • 89
  • 90
  • 91
  • 92
  • 93
  • 94
  • 95
  • 96
  • 97
  • 98
  • 99
  • 100
  • 101
  • 102
  • 103
  • 104
  • 105
  • 106
  • 107
  • 108
  • 109
  • 110
  • 111
  • 112

Ameriprise Financial, Inc. 2006 Annual Report 13
Our opportunity: Helping clients
achieve their dreams
The number of mass affl uent and affl uent households in the United States is growing more
than fi ve times as fast as the overall population.* Approximately half of these people are baby
boomers who are approaching — and redefi ning — retirement. We’re here to serve them.
Most people fi nd it diffi cult to articulate a vision for their fi nancial future. It’s challenging,
emotional and time-consuming. Our advisors help make the fi nancial planning process easier
and inviting through our unique client experience called Dream > Plan > Track >SM
. This
approach, combined with our long-standing client-advisor relationships, helps clients effectively
defi ne and refi ne their dreams and goals. This can lead to comprehensive fi nancial plans that
help clients work toward their goals, track their progress and adjust their plans over time.
In growing numbers, these clients are looking for help to simplify and manage their complex
fi nancial lives through economic cycles: from managing cash to saving and investing, to
generating and protecting retirement income, to transferring their wealth to the next generation.
They also need help tracking progress, understanding appropriate levels of risk and making
adjustments as their lives, needs and market conditions change. It’s what we do. We’re in
a relationship business, focused on understanding and supporting people and their fi nancial
priorities over the long term.
Our advisors pursue deep and long-lasting relationships with clients. As a
result, Ameriprise Financial Services has more fi nancial planning clients than
any other company.**
More than one
million copies of
our Dream Book
guide have been
distributed.
This unique tool
creates a
collaborative
discussion
between clients
and advisors.
**Source: SRI Consulting Business Intelligence, 2006-2007.
** Source: Based on the number of fi nancial plans annually disclosed in Form ADV, Part 1, Item 5 available at
adviserinfo.sec.gov.