Financial Education Videos & Downloads | John Gerard

John Gerard

Financial Advisor

SecureBridge Wealth Advisors

A private wealth advisory practice of Ameriprise Financial Services, LLC

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The Levitch Gerard Team

The Levitch Gerard Team

We’ve always believed in taking a holistic approach to financial planning. This comprehensive process allows us to collaborate closely with clients, considering every aspect of their financial life.

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Our Purpose

Our Purpose

Since 1894, Ameriprise Financial has been providing personal financial advice to help people reach their goals with confidence. Six generations of clients have counted on us through changing times. Our personal financial advisors take the time to know what matters most to you so we can help you reach your financial goals today and still be prepared for tomorrow. (0:30)

SecureBridge Wealth Advisors

SecureBridge Wealth Advisors

Welcome to SecureBridge Wealth Advisors, where our name embodies our commitment to guiding you toward financial success and peace of mind. For over 20 years, our core values of integrity and excellence have defined our approach to wealth.

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Why an independent Federal Reserve matters

Why an independent Federal Reserve matters

Ameriprise Financial Fixed Income Strategist Brian Erickson breaks down the concept of Federal Reserve independence and why it’s essential to the stability of the broader economy and global markets.

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Traditional vs Roth IRAs

Traditional vs Roth IRAs

Learn about the key differences between the two most common types of individual retirement accounts (IRAs): Traditional IRAs and Roth IRAs. (2:32)

What are your college savings options?

What are your college savings options?

Learn about the key differences between the two most common types of individual retirement accounts (IRAs): Traditional IRAs and Roth IRAs. (2:49)

Our goal? Helping you achieve yours.

Our goal? Helping you achieve yours.

The goals that matter most to you matters most to your Ameriprise Financial advisor. We take the time to know you and provide personalized advice to help you reach those goals today and still feel prepared for tomorrow. For over 130 years, we’ve helped clients feel more financially confident. (0:30)

Grow & Preserve Your Business Equity for Business Owners

Grow & Preserve Your Business Equity for Business Owners

We work with business owners to create financial plans and integrated strategies that not only seek to grow and preserve your business equity but are also designed to help you reach your personal financial goals. (1:53)

Insurance: When to get it

Insurance: When to get it

People buy insurance at various stages of life. Find out why it may be optimal to buy it when you’re young. (2:47)

A solid foundation starts with protecting income

A solid foundation starts with protecting income

Pascale Haspil implemented a recommendation from her advisor nearly 20 years ago. Today, it's helping keep her financial security intact. (4:08)

Count on so much more

Count on so much more

At Ameriprise Financial we know that what matters most to our clients is the 1-to-1 relationship with a financial advisor they can trust. For over 130 years, clients have counted on us to help them reach their financial goals in the short and long term. (0:30)

Alternative Investments: Beyond traditional investments

Alternative Investments: Beyond traditional investments

Alternative investments cover a wide range of strategies and structures that may enhance your overall portfolio. Your Ameriprise Financial advisor can help you understand the potential benefits, fees and risks associated with these investments. (1:59)

Putting clients first for 130 years

Putting clients first for 130 years

For 130 years, Ameriprise Financial has remained true to its vision of putting our clients' interests first. A strong financial foundation, passionate stewardship of the business and a track record of standing behind clients through good times and bad is at the heart of our success. (2:34)

Plan for passions

Plan for passions

Life insurance provided comfort for James and Emily Hiter when life took an unexpected turn. Their only regret is missing the opportunity to use it to help leave a legacy. (4:05)

Two Minutes on the Ameriprise Investment Research Group (IRG)

Two Minutes on the Ameriprise Investment Research Group (IRG)

When you work with Ameriprise, you and your advisor are backed by the Ameriprise Investment Research Group – a team of professionals that carefully watches market conditions, evaluates the impact to investments and provides guidance as developments occur. (2:00)

SecureBridge Wealth Advisors Data Gathering Checklist

Download the SecureBridge Wealth Advisors Data Gathering Checklist to organize key financial documents.

SecureBridge Wealth Advisors Loss of a Loved One Checklist

Download the SecureBridge Wealth Advisors Loss of a Loved One Checklist for guidance on financial, legal, and personal matters during a difficult time

SecureBridge Wealth Advisors New Parent Checklist

Download the SecureBridge Wealth Advisors New Parent Checklist for key financial, insurance, tax, and planning steps for your growing family

SecureBridge Wealth Advisors Bingo

Download the SecureBridge Wealth Advisors Bingo card for kids—a fun way to play and learn.

All about your client preference questionnaire

This short questionnaire will help us work together in a way that fits your needs.

Ameriprise Financial client relationship summary

Form CRS summarizes important information about the services we offer, our fees, and potential conflicts of interest in a clear and concise manner.