George Khalsa - Ameriprise Financial Services, LLC

(on westlake)
Financial and Investment Services in Potomac Falls, VA
Financial and Investment Services


9:00AM - 5:00PM
9:00AM - 5:00PM
9:00AM - 5:00PM
9:00AM - 5:00PM
9:00AM - 5:00PM


46175 Westlake Dr
Potomac Falls, VA


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.


As the season changes from summer to fall, what will the market forecast bring? Experts recommend considering five key drivers. AMERIPRISEADVISORS.COM 5 key drivers for stocks in the near term
Low interest rates may be here to stay, but not for all financial products. Read what the Fed changed and how it may impact you. MARKETWATCH.COM The Fed has a new approach to inflation: What it means for your savings, credit-card debt — and your mortgage rate
“Don't save up love like you're trying to retire on it; give it away like you're made of it.” – Bob Goff, author of Love Does
A year from now, you’ll be glad you remained focused on your long-term goals today. I'm here to help you stay on track. YOUTUBE.COM Tomorrow’s success starts with today’s planning
The presidential election – and the policies of the two main party candidates – have implications for investors. Ameriprise Chief Market Strategist David Joy shares his general observations. AMERIPRISEADVISORS.COM Find a Financial Advisor who is right for you | Ameriprise Financial
The S&P 500 and NASDAQ have dipped below their 50-day moving averages. For both, these averages and recent highs may pose resistance over the coming weeks, particularly as markets grapple with a bitter election and mixed virus trends. #AmeripriseResearch
Local nonprofit organizations and retailers are the foundation of every vibrant community. I’m dedicated to helping strengthen my community by helping my neighbors. #financialliteracy
As the markets go up and down, staying focused on your long-term financial goals can help you reach them.
Americans who receive Social Security benefits will see a 1.3% cost-of-living adjustment in 2021. CNBC.COM Social Security cost-of-living adjustment will be 1.3% in 2021
October is National Cyber Security Awareness Month. This month and every month, it’s important to be alert and aware of threats to your investments and personal information. AMERIPRISE.COM 5 types of fraud to watch out for
In a new Ameriprise videocast, experts share insights on drivers of the economy and capital markets, including COVID-19 developments, corporate profit trends, monetary policy actions and federal policy proposal. AMERIPRISE.COM Videocast: Election impacts for investors
Financial wellness is good for employees but did you know it can help your business too? Talk to me to learn how offering financial wellness can help you reach your benefits participation goals. #nationalfinancialplanningmonth
Together, we can track your progress and update your strategies as circumstances change. Let's work to keep you moving toward your goals, in any market conditions.
Last week, U.S. stocks reached their highest gains in months. What will the start of third-quarter earnings season bring? Ameriprise Chief Market Strategist David Joy shares his insights. NEWSROOM.AMERIPRISE.COM Investors Focus on Third Quarter Earnings Season | Ameriprise Newsroom
A little proactive planning can help minimize the impact of tax code changes and help you keep more of your retirement income in your golden years. I can work with your tax professional to help. FORBES.COM How Tax Code Changes Can Affect Retirees
Regularly rebalancing your long-term investments can help keep your risk tolerance and asset allocation aligned and keep you on track to your goals.
A tax-efficient strategy for retirement income may help your retirement savings last longer. AMERIPRISEADVISORS.COM Tax-smart retirement withdrawals in any market cycle
Is maxing out your 401(k) enough? For high earners, only saving up to the annual IRS contribution limit may not be enough to meet spending needs in retirement. FORBES.COM Here’s What Maxing Out Your 401(k) Could Get You In Retirement
National Retirement Security Week is a great time to begin planning for your retirement or to update your existing plans. What are you looking forward to in retirement?
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
With just two months left in 2020, the IRS has released the new tax brackets for 2021. Adjusted for inflation, next year's tax rates will jump about 1%. CNBC.COM Here are the new income tax brackets for 2021
Don’t forget to set your clocks back this weekend. What will you do with your extra hour?
Investors are still watching and waiting for any movement on a new stimulus package, according to Ameriprise Chief Market Strategist David Joy. NEWSROOM.AMERIPRISE.COM Markets React to Rising Virus Cases and Stimulus Uncertainty | Ameriprise Newsroom
With the presidential race called, investors turn their attention to the runoff Senate elections in Georgia. NEWSROOM.AMERIPRISE.COM Investors Focus on Two Runoff Elections in Georgia | Ameriprise Newsroom
Learn how we can help you achieve your financial goals, today and tomorrow. Reach out today to schedule your complimentary initial consultation.
Without a final outcome, the election implications for investors remain unclear. Ameriprise Chief Market Strategist David Joy shares his perspective for this uncertain period. NEWSROOM.AMERIPRISE.COM The Country and Investors Await Election Results | Ameriprise Newsroom
Understanding tax planning options can be overwhelming—make sure you have guidance. Let’s talk about the new Secure Act legislation and how it may impact your investment portfolios.
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.
After voting for president, there are crucial decisions at the bottom of your ballot that could have big impacts for your finances and community. TIME.COM Your Money Is on the Ballot, Too. Here's What to Look for After Casting Your Vote for President
This holiday season – like much of this year – is more complex, even financially. How will your holiday shopping be different this year? REALSIMPLE.COM 5 Ways to Get Your Pandemic Holiday Spending Under Control
Reduce your expenses, focus on your total portfolio, and other tips for boosting retirement income in the era of low interest rates. KIPLINGER.COM Boost Your Retirement Income in 3 Steps | Kiplinger
Communication within families goes a long way helping prevent financial concerns. For your will or estate, sharing your plan – even at a high level – with your family can prevent future conflict. CNBC.COM What to tell your adult kids when planning your estate
In a new Ameriprise videocast, experts share insights on economic drivers, the stock market, policy implications and year-end tax considerations. AMERIPRISE.COM Video: Insights for election and COVID-19 conditions
Local non-profits and businesses depend on community support. Ask me how we can work together to support them. #strongertogether
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
As an employer, you’re in unique position to support employees’ physical wellbeing through the benefits you offer, but is financial wellness missing? Contact me to learn how financial wellness completes your package. #financialwellnessbenefits
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
Keep an eye on the future with financial advice, focused on you.
As capital markets react to the election and pandemic, I believe it’s important for investors to remain pragmatic. Ameriprise experts share insights on economic drivers, the stock market, policy implications and year-end tax considerations. Watch on my homepage. AMERIPRISEADVISORS.COM 2020 U.S. election impacts


Company name
George Khalsa - Ameriprise Financial Services, LLC
Financial and Investment Services