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
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Helpful Content
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
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Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Saving for College
This calculator can help you estimate how much you should be saving for college.
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18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?