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
How Big is Money?
Learn a little about worldwide currency in this fun infographic
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Do you have an estate strategy? You should.
Apps that help small business owners better manage and grow their business.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Earnings season can move markets. What is it and why is it important?
This questionnaire will help determine your tolerance for investment risk.
Determine your potential long-term care needs and how long your current assets might last.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator helps estimate your federal estate tax liability.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how long your retirement savings may last using various monthly cash flow rates.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
What does your home really cost?
How will you weather the ups and downs of the business cycle?
There are hundreds of ETFs available. Should you invest in them?
With alternative investments, it’s critical to sort through the complexity.
The market is as unpredictable as the weather. We’d love to help you prepare.