A private wealth advisory practice of Ameriprise Financial Services, LLC Our Approach
What are your dreams and goals for retirement? We can help you achieve them with our exclusive Confident Retirement® approach.
It all starts with a personalized conversation, where we'll discuss retirement needs - covering essentials, ensuring lifestyle, preparing for the unexpected, and leaving a legacy. By breaking retirement down into doable steps, we can help take the uncertainty out of planning for your financial future. Areas of Focus:
Estate Planning Strategies
Employee Stock Options
Retirement Planning Strategies
Christine M. Emond,
I am licensed and registered to conduct business in VA. Based on licenses and registrations I hold, I may also conduct business in WA, SC, ME, OR, OH, TN, FL, PA, NM, MO, NY, IN, NC, DE, NJ, DC, AR, RI, WV, GA, TX, UT, MI, CA, AZ, CO, MA, IA, AL, CT, MD. AR Insurance #368610
Harvey L. Berger
I am licensed and registered to conduct business in VA. Based on licenses and registrations I hold, I may also conduct business in NM, MA, NJ, GA, MO, NC, DC, ME, OR, MD, PA, TX, SC, CT, FL, CA, WA, AR, MI, OH, AZ, DE, IA, UT, IN, NY, WV, AL. CA Insurance #0F67154
AR Insurance #443683
Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal. Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together. What to expect
Professional help in clarifying your financial goals and priorities
If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives
Accurate information about our tailored solutions, including risks, benefits and costs
What to bring
A list of any questions you have regarding your current financial situation
Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention
A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals
Private Wealth Advisors
Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience. Ameriprise Financial Services, Inc. is a broker-dealer and member of FINRA. Comments and "likes" should not be considered representative of client experiences, or indicative of future performance or success. While I appreciate the support of my clients, I cannot accept Recommendations or Endorsements due to Investment Advisers Act of 1940 rules which prohibit me from publishing a testimonial of any kind concerning the investment advice, analysis, reporting or other services I provide. For your privacy, please don’t post account or service-related information on this page. Instead, contact me directly. Please visit www.ameriprise.com/social for more important disclosures and information.
Operating as usual
Financial advice is not one-size-fits-all – especially across different ages and stages of life. In this article, Marcy Keckler, Ameriprise Vice President of Financial Advice Strategy, and other experts share recommendations for each generation.
gobankingrates.com Each generation has their own financial needs.
“Leaders who refuse to listen will eventually be surrounded by people who have nothing helpful to say.” - Andy Stanley, Senior Pastor of North Point Community Church
Are you considering tax-efficient opportunities to grow and protect your retirement assets?
I recognize the contributions of American women who have made history, broken barriers and changed the country for the better. #womenshistorymonth
From Roth conversions to cashing in older savings bonds, here are five tax-saving strategies to consider before you turn 72.
ameripriseadvisors.com If you’re in the early stages of retirement, recent 2018 tax changes may benefit you. Learn about retirement tax planning strategies to reduce your tax bill.
Did you know financial education can help communities thrive? Ask me how. #communitystrong
Life insurance solutions can do more than provide income to loved ones when you pass away. Let's discuss how you can use life insurance to help you achieve some unexpected financial goals.
ameripriseadvisors.com Learn how life insurance can do more than provide financial support for your beneficiaries.
Ameriprise is committed to meeting immediate needs in the communities where we live and work. Learn about newly announced grants and how the firm is connecting employees and advisors to volunteer opportunities.
newsroom.ameriprise.com Ameriprise, its employees and advisors support the communities where we live and work.
2020 brought many ups and downs. Have your financial goals changed? Let's review and update them to keep you on track in 2021.
529 plans aren’t just for college savings anymore — and the added benefits may be useful during the COVID-19 crisis. Let’s discuss your options.
cnbc.com A 529 savings plan can do more than just help you pay for college — and those benefits could come in particularly handy during the coronavirus crisis.
When it comes to retirement, many people have preconceived notions. Let me help you navigate retirement planning with objective information and personalized advice.
ameripriseadvisors.com Here are insights to dispel five persistent myths about retirement.
Healthcare costs are rising - and are likely to increase as you get older. Together, we can plan for the cost of healthcare in retirement.
ameripriseadvisors.com Looking for financial advice? Ameriprise Financial has 10K+ Ameriprise Advisors helping people reach their goals. Find a financial advisor today.
From long-term care insurance to a health-savings account, we can explore numerous options to protect your income and retirement savings, even if illness or injury results in unexpected expenses.
ameripriseadvisors.com Here are three topics to think about when planning for medical expenses.
An aging U.S. population means that an increasing number of Americans will qualify for Medicare each year. The enrollment process itself can be complicated and confusing. Let’s connect to discuss the available options and resources.
Now is the time to reach out to one another. Instead of just saying, “do you need help?", here are 10 ideas on something specific you can offer.
nextavenue.org 10 ways to be helpful to others during coronavirus.
Seeking a different view this weekend? Explore five national parks with these virtual tours.
travelandleisure.com Google Arts & Culture has teamed up with five national parks in the U.S. so people can enjoy the beauty of the natural world while sitting safely on their couch. These parks feature different climates and environments from across the country, including famous desert vistas and snowy terrains.
Reaching goals can require inner strength, courage and dedication. How do these attributes help you stay on track toward your goals?
If you’re saving for a new deck, an upgraded kitchen or any other home improvement project, I can help you plan to achieve these goals.
Eagerly awaiting your next adventure? Virtually explore these seven unique destinations.
realsimple.com If you’ve already exhausted all the virtual workouts and concert options out there, here are seven of the most unique offerings out there that you can mentally teleport to—all from the comfort of your couch.
Money can be a major source of conflict in any relationship – but it doesn’t have to be. Here are nine tips for a harmonious financial partnership.
realsimple.com Practice good couple finances with these money secrets from happy couples. How you spend, how you save, and how you share and manage the household income can influence a lot more than just paying the bills. Whether you’re married or partnered up and living together, here’s how to handle budgetin...
Whether you’re currently a caregiver or want to be prepared for the possibility, we can help you navigate the financial implications.
ameripriseadvisors.com Help ensure your loved ones age in comfort while still protecting their estate – and your assets.
The days are getting shorter, which means more driving in the dark. Here’s how to make the roads safer at night.
Are you considering moving abroad during retirement? From Tel Aviv to Taipei, here are some of the most LGBTQ-friendly retirement destinations around the globe.
money.usnews.com These gay-friendly countries offer opportunities for fun and adventure abroad.
The key to achieving your goals is to keep moving toward them. We can work together to help you stay on track toward your goals, even in uncertain times.
Even the most successful professionals benefit from professional financial advice. Let’s talk.
Get the personalized advice you need to envision and build a confident financial future.
Setting financial goals may seem daunting in times like these but the sooner you document your goals, the sooner you can begin achieving them. Let's connect and begin outlining your goals.
We all do what it takes to protect our loved ones. I can help you do what it takes to protect your family’s financial well being too.
The economic impacts of COVID-19 may have a hidden impact on children — it may help them develop a money mindset earlier.
cnbc.com Children are witnessing a pivotal moment in history. Here's what they may learn about money, and what you can do to help.
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
EBA Wealth Strategies is delighted to announce that Mike Powers has joined us a Financial Planning Specialist
Before you retire, consider health insurance for the types of care that Medicare doesn’t cover. Let’s connect to talk about how you can make the most of your benefits.
Underestimating medical expenses is one common financial mistake in retirement. Learn how Medicare doesn’t cover the costs of dental, vision or assisted living care.
ameripriseadvisors.com Find out how your financial advisor can help you avoid common setbacks.
There has been an added wave of investor optimism this year. What could it mean for stocks and bonds? Ameriprise Global Market Strategist Anthony Saglimbene discusses four investor themes to watch.
ameripriseadvisors.com What factors will influence the market's trajectory in 2021?
Shopping local is one way to sustain our favorites shops. If you’re looking for new ways to show your support, I can help. #strengthinneighbors
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Matthew Durbin. Senior Loan Officer SWBC Mortgage NMLS #842278
I am a dedicated mortgage professional with nearly 20 years of experience in the mortgage industry. I’ve worked as a loan officer helping nearly a thousand families in the Northern Virginia area achieve their dream of home ownership.
financial services for the unbanked
Independent insurance agency serving families and businesses across Virginia for over 45 years.
Stephen Walker | Branch Manager | NMLS ID #221079 | McLean Mortgage Corporation | NMLS ID #99665 (www.nmlsconsumeraccess.org) Equal Housing Lender.
Member FDIC Equal Housing Lender NMLS# 518039
Let me be your source for all current market and financing updates and trends in the Real Estate world.
Serving DC, MD, VA, and soon NC for all of their insurance needs. Personal, Business, Life, Pet, and Health.