Owning a business

Owning your own business is an American dream for many. But managing your own business takes a lot more than hard work. You need a financial plan — one that addresses financial needs and products for every stage of your business life cycle and  that takes into account your personal financial goals and dreams.

Tax strategies

As your goals and financial situation change over time, so will the strategies for managing your taxable income. A financial advisor can help you keep your financial plan aligned with your current needs.

Retirement plans and employee benefits

Offering competitive benefits are often the key to attracting and retaining good employees. As a business owner, you’ll want to develop a benefits strategy that fits your and your employees’ needs. This may include workplace financial planning.

Business valuation

A financial advisor can help you assess the value of your business and integrate that information with your personal financial situation. This will give you the comprehensive view you need to plan for a successful future.

Business succession planning

Someday you may want to sell your business or pass it on to a family member, employee or another organization. We can help you develop a detailed succession plan that meets your business and personal needs.

Business insurance and protection

We can help you develop an insurance and protection plan in the event of a disruption, such as the departure or disability of an owner or key employee.

Solutions for your business and your personal financial needs

Whatever your financial priorities are as a business owner, Ameriprise Financial has the resources and experience to address them. Working with an Ameriprise financial advisor trained in helping business owners, you'll have access to a comprehensive portfolio of financial planning services that can help synchronize your personal and professional financial goals.