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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Helpful Content
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
How Income Taxes Work
A quick look at how federal income taxes work.
Travel, Without the Baggage
Tips to avoid checking in luggage on your next vacation.
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
5 Benefits of Working in Retirement
Here are 5 reason why you may consider working through retirement.
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Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
The Business Cycle
How will you weather the ups and downs of the business cycle?
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?