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 Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Saving on Fitness Center Membership Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Apps that help small business owners better manage and grow their business.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much you have the potential to earn during your working years.
Assess whether you are running “in the black” or “in the red” each month.
Making the most of surprises is a great reason to work with us.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Here’s a quick guide to checking to see if you have unclaimed money.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
What are your options for investing in emerging markets?
Smart investors take the time to separate emotion from fact.