America's leader in financial planning*Susan Kagey
 | CFP® Associate Financial Advisor with the practice of Andy Huggins |
(540) 667-8626
100 Creekside Ln
Winchester, VA 22602
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HUGGINS & ASSOCIATES
A financial advisory practice of
Ameriprise Financial Services, Inc.
My Philosophy
I've been helping people reach their goals for 13 years.
We take a holistic approach to our financial planning process to help our clients achieve their dreams and goals. It all starts with a strategic plan that covers your needs in the context of your entire financial picture. Once we establish a firm direction, we work with our clients to help them determine the best ways to take action. Together, we review progress toward their goals and adjust the strategy to reflect personal, economic, and tax law changes. We'll create financial plans and ongoing relationships that help you adapt to changing needs and goals over time.
Our mission is to deliver financial solutions through a tailored approach and a genuine interest in our clients' evolving needs. We help our clients achieve confidence.
Interests
- I am married to Wayne, and we share our home with 2 dogs.
- I have been weaving baskets for more than 12 years.
- I love to travel--tell me about your favorite vacation!
Community Participation
- I am an elder at First Presbyterian Church in downtown Winchester, where I also edit the monthly newsletter.
License information
I am licensed and registered to conduct business in VA.
Based on licenses and registrations I hold, I may also conduct certain business in FL, GA, MN, NJ, RI, WV
Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
- Investment Advice
- Retirement Planning Strategies
- Protection and Insurance
- General Financial Planning