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
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Do you understand these common mobile slang terms?
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Lifestyle considerations in creating your retirement portfolio.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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
It's easy to let investments accumulate like old receipts in a junk drawer.
A special needs trust helps care for a special needs child when you’re gone.
All about how missing the best market days (or the worst!) might affect your portfolio.
For women, retirement strategy is a long race. It’s helpful to know the route.
What is your plan for health care during retirement?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.