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We are a Northern Virginia-based financial planning firm providing unbiased, personalized and thoughtful guidance to assist clients in achieving their financial goals.

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Where will your journey take you? The vision is uniquely yours...the strategy is uniquely ours.

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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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This calculator shows how inflation over the years has impacted purchasing power.

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Determine your potential long-term care needs and how long your current assets might last.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

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