Egan, Berger & Weiner’s team of professionals offer full-service financial planning and education, including online resources and financial planning seminars offered through Fairfax County Public Schools’ ACE program.
The EBW team provides assistance in the following areas:
| Investments |
- Bonds
- Common Stocks
- Educational IRAs
- Brokerage Accounts
- Government Securities
- Roth IRAs
|
- SEP IRAs
- Simple IRAs
- Treasury Bills
- Traditional IRAs
- Treasury Notes
- Annuities
|
Insurance
- Disability Income
- Life Insurance
- Long-Term Care Insurance
|
| Financial Planning |
- Retirement Planning
- 401(k) Planning
- 403(b) Planning
- College Planning
|
- Estate Planning
- Money Purchase Planning
- Profit Sharing Planning
|
|
* For actual tax planning, preparation and reporting, please see a qualified tax professional and /or ask us for a referral.
Click here to schedule a meeting.
