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
Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
The Three Keys to a Great Password
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Healthy habits are one of the greatest gifts to give your child.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Good employee health can be great for the company’s bottom line.
Do you understand these common mobile slang terms?
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to better see the potential impact of compound interest on an asset.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
The market is as unpredictable as the weather. We’d love to help you prepare.
A bucket plan can help you be better prepared for a comfortable retirement.
A special needs trust helps care for a special needs child when you’re gone.
Do you know these three personal finance sayings?
It’s never a bad time to speak with your financial professional about changes in your situation.