Todd Williams - Ameriprise Financial Advisor

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Todd Williams - Financial Advisor Ameriprise Financial Services, LLC
Blue Pearl Wealth Management A private wealth advisory practice of Ameriprise Financial Services, LLC

You probably wouldn't make a major medical decision without a second opinion.Your financial future deserves the same con...
10/24/2026

You probably wouldn't make a major medical decision without a second opinion.

Your financial future deserves the same consideration.

If you've ever wondered:

• Am I invested appropriately? • Am I paying unnecessary fees? • Is my retirement plan actually on track? • What am I missing?

I'd be happy to help you take a fresh look.

Sometimes the biggest value comes from confirming you're already doing the right things.

https://bit.ly/48hmbKs

When your spouse asks:"How much did you spend at Costco?"
10/23/2026

When your spouse asks:

"How much did you spend at Costco?"

Happy Anniversary Honey!!
10/23/2026

Happy Anniversary Honey!!

What Happens to Your 401(k) When You Retire?Retirement doesn't mean your 401(k) disappears.You generally have several op...
10/22/2026

What Happens to Your 401(k) When You Retire?

Retirement doesn't mean your 401(k) disappears.
You generally have several options:
• Leave it where it is
• Roll it to an IRA
• Move it to a new employer plan
• Take distributions

The best option depends on your overall financial picture and goals.
Don't assume there's only one choice.

This is everything.
10/21/2026

This is everything.

Book Review: Essentialism: The Disciplined Pursuit of Less by Greg McKeownIn a world that constantly tells us to do mor...
10/20/2026

Book Review: Essentialism: The Disciplined Pursuit of Less by Greg McKeown

In a world that constantly tells us to do more, Essentialism makes the case for doing less, but doing what matters most.

The book challenges the idea that being busy equals being productive. Instead, McKeown argues that real progress comes from identifying what's truly important and intentionally saying "no" to everything else.

My takeaway: If it's not a clear "yes," it's probably a "no." Focus creates better results than spreading yourself too thin.

I'd recommend this book to professionals, business owners, parents, or anyone feeling overwhelmed by too many commitments competing for their attention.

The goal isn't to die with the most money.The goal is to use your resources to create the life, experiences, and legacy ...
10/19/2026

The goal isn't to die with the most money.

The goal is to use your resources to create the life, experiences, and legacy that matter most to you.

The best financial conversations start with understanding where you stand today. OmniView® can help create a more comple...
10/18/2026

The best financial conversations start with understanding where you stand today.

OmniView® can help create a more complete view of your financial life, providing added perspective as we plan for what's next.

When the ice cream hits just right!
10/17/2026

When the ice cream hits just right!

Trying to determine if I should:• Pay down debt• Invest more• Build cash reserves• Save for college• Save for retirement...
10/16/2026

Trying to determine if I should:

• Pay down debt
• Invest more
• Build cash reserves
• Save for college
• Save for retirement
• Take a vacation
• Replace the roof

Address

954 Ridgebrook Road Suite 200
Sparks, MD
21152

Telephone

+14433535466

Website

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