David Hergert, CFP

David Hergert, CFP Financial Advisor at Ameriprise Financial Services, LLC

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Juneteenth is a time to celebrate the resilience, solidarity and progress of the Black community.
06/18/2026

Juneteenth is a time to celebrate the resilience, solidarity and progress of the Black community.

Long-term care doesn’t just affect finances, it affects families. Without a plan, loved ones often face difficult decisi...
06/17/2026

Long-term care doesn’t just affect finances, it affects families. Without a plan, loved ones often face difficult decisions under stress. Preparing ahead of time can ease the emotional and financial burden for everyone involved. Reach out to discuss how planning today can help protect tomorrow.

Planning for retirement is about feeling confident in what comes next. If you’re unsure how long your savings will last ...
06/16/2026

Planning for retirement is about feeling confident in what comes next. If you’re unsure how long your savings will last or just want a clearer plan for withdrawing assets, managing risk and taxes — I’m here to help.

Together, we can build personalized, retirement income strategies to support your goals and help your money last.

Ready to feel more confident about your future? Let’s talk.

https://bit.ly/4uAflsl

Ready to invest in yourself? This Men’s Health Month, start small, stay mindful, and make choices that can support lasti...
06/15/2026

Ready to invest in yourself? This Men’s Health Month, start small, stay mindful, and make choices that can support lasting wellbeing.

Today, the stars and stripes take center stage! Flag Day rejoices a timeless symbol of freedom, unity, and the spirit of...
06/14/2026

Today, the stars and stripes take center stage! Flag Day rejoices a timeless symbol of freedom, unity, and the spirit of America.

Planning for retirement means preparing for both the expected and the unexpected. Approaches that support long‑term grow...
06/12/2026

Planning for retirement means preparing for both the expected and the unexpected. Approaches that support long‑term growth while helping manage uncertainty can make it easier to stay focused on your goals. A solid strategy today can help create more confidence for tomorrow. Message me if you’d like to start the conversation.

Your income is one of your most valuable assets. An illness or injury can stop a paycheck long before retirement, and em...
06/11/2026

Your income is one of your most valuable assets. An illness or injury can stop a paycheck long before retirement, and employer coverage may not fully replace what you earn. Disability income insurance can help protect your lifestyle if work becomes impossible. Let’s talk about how to help protect what you work so hard for.

Home is more than walls; it is where life unfolds! This National Homeownership Month, explore what comfort, stability, a...
06/10/2026

Home is more than walls; it is where life unfolds! This National Homeownership Month, explore what comfort, stability, and possibility can truly mean.

Uncertainty is inevitable, but your financial approach doesn’t have to feel uncertain. Retirement strategies that emphas...
06/09/2026

Uncertainty is inevitable, but your financial approach doesn’t have to feel uncertain. Retirement strategies that emphasize both opportunity and resilience can help create a greater sense of stability over time. Planning ahead can make all the difference. Send me a message to explore your options.

Some friendships feel like home, complete with laughter, honesty, and perfectly timed memes! Cherishing the people who m...
06/08/2026

Some friendships feel like home, complete with laughter, honesty, and perfectly timed memes! Cherishing the people who make life lighter, Happy Friendships day!

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1331 Gemini, Ste. 202
Houston, TX
77058

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