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
Why You Need an Estate Strategy
Do you have an estate strategy? You should.
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
The History of Retirement
Do you know where the idea of “retirement” comes from?
The Anatomy of a Supplemental Health Plan
Here’s a guide to explain all the parts of Medicare.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
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The Latte Lie and Other Myths
Do you know these three personal finance sayings?
18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?
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.
Surprises
Making the most of surprises is a great reason to work with us.
Saving for College 101
Here’s a crash course on saving for college.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.