Who We Are
We are a Northern Virginia-based financial planning firm providing unbiased, personalized and thoughtful guidance to assist clients in achieving their financial goals.
What We Do
Personal Financial Planning
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Where will your journey take you? The vision is uniquely yours...the strategy is uniquely ours.
Helpful Content
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Keeping Summer Safe: Pool and Spa Safety Tips
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
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Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Doubling Your Money
This calculator demonstrates the power of compound interest.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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Surprises
Making the most of surprises is a great reason to work with us.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Saving for College 101
Here’s a crash course on saving for college.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.