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
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Learn when it may not make sense to file a claim on your home insurance.
It sounds simple, but paying yourself first can really pay off.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Determine your potential long-term care needs and how long your current assets might last.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help you estimate how much you should be saving for college.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This questionnaire will help determine your tolerance for investment risk.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Do you know how to set up your financial goals for success? This knight does.
Peer-to-peer payment apps are one of the newest ways to send money.
Learn how to harness the power of compound interest for your investments.
Here’s a crash course on saving for college.