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
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Understanding the value of a home warranty.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
There are four very good reasons to start investing. Do you know what they are?
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
If you find it hard to attain personal life goals, there’s an app for that!
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
A special needs trust helps care for a special needs child when you’re gone.
Agent Jane Bond is on the case, cracking the code on bonds.
Taking your Social Security benefits at the right time may help maximize your benefit.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Around the country, attitudes about retirement are shifting.