Bennett Whitlock - Ameriprise Financial Services, LLC

(on harbor drive)
Financial and Investment Services in Lake Ridge, VA
Financial and Investment Services

Hours

Monday
8:30AM - 4:30PM
Tuesday
8:30AM - 4:30PM
Wednesday
8:30AM - 4:30PM
Thursday
8:30AM - 4:30PM
Friday
8:30AM - 4:30PM
Saturday
Closed
Sunday
Closed

Location

12848 Harbor Drive
Lake Ridge, VA
22192

About

Serving you in these unprecedented times

During the current period of market pressure, we’re watching the markets closely and are committed to helping you navigate the cycles of volatility.
We believe it is important to stay focused on your financial goals and to make sound decisions based on current information, your long-term asset allocation and your risk tolerance. If you have concerns or questions about your portfolio or goals, let’s talk. Together we can determine what, if any actions, you can take. We’re available to connect with you as is most convenient during this time, including by phone or online.

Photos

Bennett Whitlock - Ameriprise Financial Services, LLC Photo Bennett Whitlock - Ameriprise Financial Services, LLC Photo

Services

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Women's Financial Strategies

Latest

Today at noon - our topic is 8000 Days - how long we can expect to be in our retirement years. We'll discuss - Challengers and opportunities of longevity Consumer behavior and decision making Trends in demographics, technology, and lifestyles The future of retirement Join us at NOON TODAY at https://tinyurl.com/WWM-Friday-WebCast TEAMS.MICROSOFT.COM Join conversation
It’s often asked, “What will you do on Day One of your retirement?” Most clients have a clear image of Day One. Maybe even Day 1,001. But few can imagine 8,000 days of golf, and even fewer have a vision of what they will be doing on any given day—such as Day 4,567. But getting started on the right foot can be crucial. Join us in one hour- today at noon to explore your personal 8,000 day plan. Contact s.olivia.blackman@ampf.com for details and information.
Whitlock Wealth Management October 8 at 6:30 PM · Instead of planning for ‘retirement’ as a single state, on Friday at noon we will explore reframing the conversation to reflect a four-phased concept of retirement. Each is characterized by the tasks and issues individuals are most likely to be managing. The four retirement phases enable a clear vision to plan and to anticipate what is likely to come. The Honeymoon Phase The Big Decision Phase The Navigating Longevity Phase The Solo Journey Phase
Instead of planning for ‘retirement’ as a single state, on Friday at noon we will explore reframing the conversation to reflect a four-phased concept of retirement. Each is characterized by the tasks and issues individuals are most likely to be managing. The four retirement phases enable a clear vision to plan and to anticipate what is likely to come. The Honeymoon Phase The Big Decision Phase The Navigating Longevity Phase The Solo Journey Phase
Whitlock Wealth Management October 7 at 7:30 PM · With today’s rising lifespans, we could be facing roughly 20 or more years in retirement, which is approximately 8,000 days. Once thought of this way, it becomes clearer that retirement is not an end, but rather a new, complex, and unknown phase of life, during which so much could happen. Join us on Friday at noon for our webcast- 8000 Days of Retirement. Contact s.olivia.blackman@ampf.com for details and registration.
With today’s rising lifespans, we could be facing roughly 20 or more years in retirement, which is approximately 8,000 days. Once thought of this way, it becomes clearer that retirement is not an end, but rather a new, complex, and unknown phase of life, during which so much could happen. Join us on Friday at noon for our webcast- 8000 Days of Retirement. Contact s.olivia.blackman@ampf.com for details and registration.
Markets can be volatile and uncertain. Take steps now so that your portfolio is built for what’s next. Let’s connect to evaluate your current holdings and build a strategy to help navigate market ups and downs.
Limited to the first 100 participants! https://tinyurl.com/WWM-Friday-WebCast
NEWSROOM.AMERIPRISE.COM Stocks Delivered Another Week of Gains Despite Mixed Data and Virus Concerns | Ameriprise Newsroom
When there’s uncertainty in the market, We can help you make the next right move. YOUTUBE.COM The next right move | Ameriprise Financial
What will the increasing infection rates and the upcoming election bring to the U.S. markets? Ameriprise Chief Market Strategist David Joy shares his perspective. NEWSROOM.AMERIPRISE.COM Stocks Delivered Another Week of Gains Despite Mixed Data and Virus Concerns | Ameriprise Newsroom
Whitlock Wealth Management October 21 at 7:00 PM · Learn more about economic, tax and stock themes leading up to the election and the potential implications for investors.
The birthday boys! Bennett Dave and Ben have all recently celebrated another trip around the sun! Happy birthday guys!
Being a Student of the Market can help you have a more informed conversation with your advisor. Join us today at 12pm EST to learn more. Sign in early to secure your spot! #whitlockwealth.com
Passing down your financial wisdom can be an enduring gift. What’s one tip you’d share with future generations? FORBES.COM Best Ways For Grandparents To Teach Grandkids About Money
Laying the foundation for long-term investing can help you preserve the value of your portfolio. Learn more about time-tested strategies that could help you achieve your goals during our weekly webcast today at 12pm EST! #whitlockwealth.com AMERIPRISEADVISORS.COM Strengthen your investment strategy
Please join me in wishing Whitlock Wealth Management's Benjamin Hazekamp a happy birthday! Ben, the warmest wishes to you, our energetic webcast host! May your day be filled with happiness, fun and cheer!
Investors are looking past the presidential election and toward a future with a safe and effective COVID-19 vaccine, according to Ameriprise Chief Market Strategist David Joy. NEWSROOM.AMERIPRISE.COM Markets Overcome Two Significant Hurdles | Ameriprise Newsroom
From family to taxes, there are numerous factors to consider when planning where to live in retirement. What’s at the top of your location wish list? MONEY.USNEWS.COM The Most Tax-Friendly States to Retire
Come with your burning tax questions to the webcast today! Join us at 12pm EST and bring a friend or colleague for this must see presentation. #whitlockwealth
AMERIPRISEADVISORS.COM RMDs are back for 2021
The CARES Act waived RMDs in 2020 but they’re reinstated for 2021. Chris Peden of Peden Accounting Services, will be joining us this Friday on our weekly webcast at 12pm EST for an update of what you need to know before you file your taxes. Visit our events page at whitlockwealth.com to join. #whitlockwealth AMERIPRISEADVISORS.COM RMDs are back for 2021
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
AMERIPRISEADVISORS.COM RMDs are back for 2021

Information

Company name
Bennett Whitlock - Ameriprise Financial Services, LLC
Category
Financial and Investment Services

FAQs

  • What is the phone number for Bennett Whitlock - Ameriprise Financial Services, LLC in Lake Ridge VA?
    You can reach them at: 877-944-8562. It’s best to call Bennett Whitlock - Ameriprise Financial Services, LLC during business hours.
  • What is the address for Bennett Whitlock - Ameriprise Financial Services, LLC on harbor drive in Lake Ridge?
    Bennett Whitlock - Ameriprise Financial Services, LLC is located at this address: 12848 Harbor Drive Lake Ridge, VA 22192.
  • What are Bennett Whitlock - Ameriprise Financial Services, LLC(Lake Ridge, VA) store hours?
    Bennett Whitlock - Ameriprise Financial Services, LLC store hours are as follows: Mon-Fri: 8:30AM - 4:30PM, Sat-Sun: Closed.