W. Reid Howard

About W. Reid Howard

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. I start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.By identifying clear steps to take toward your goals, I can help take the uncertainty out of planning for your financial future. Working together, I can help you feel more confident, connected, and in control of your financial life.Your financial goals are unique, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future. Areas of Focus: Tax Planning Strategies Retirement Income Strategies Saving for Education Social Security Retirement Benefits Charitable Giving Estate Planning Strategies Women\'s Financial Strategies Domestic Partner Planning Insurance Investment Management Wealth Preservation Strategies Intergenerational Planning Financial Strategies for LGBTQ Couples and Families Executive Compensation and Benefit Strategies Business Retirement Plans Retirement Planning Strategies Investments

Experience

1. Cfi Financial Advisors, a Private Wealth Advisory Practice of Ameriprise Financial Services, Llc

   Ameriprise Financial Services, LLC

   Oct 2014 — Present

Education

• Virginia Tech

  Bachelor of Science (B.S.), CFP® Board Certified Financial Management Option

  2004 — 2006

• Alliance Manchester Business School

  Master of Business Administration (MBA)

  2012 — 2014