Financial Services

“I loved the personal attention!” – J. B.

Focused on Your Success – Financial Services

Success in your financial future requires a team of experienced professionals providing a broad spectrum of investment and financial services to meet all of your corporate and personal needs.

Our team of financial professionals matches your financial objectives and tolerance for risk with the right financial approach in providing a road map to a bright financial future.

We provide the following services:

  • Retirement planning
    • 401(k) and 401(k) safe harbor plans
    • SEP (Simplified Employee Pension) plans
    • SIMPLE plans
    • IRA (Individual Retirement Account) plans
    • ROTH IRA plans
  • Investment services
    • Free equity portfolio reviews for selected accounts
    • Asset allocation modeling
    • Mutual funds and individual stocks and corporate bonds
    • Tax-free securities
      • Municipal tax free bonds (federal tax free)
      • US Treasury bonds (state tax free)
    • Certificate of deposit and money market funds
    • Mortgage-back securities
  • Life and health insurance
    • Health Savings Accounts (HSA)
    • Health Reimbursement Arrangements (HRA)
    • Key person insurance
    • One person health insurance policies
  • Disability insurance
  • Long term care insurance
  • Education and college planning, including section 529 plans
  • Pension setup and funding advice
  • IRA rollover advice
  • Investment portfolio review
  • Succession planning for small businesses

We have clients all across the country, but we focus on the following geographical areas:

  • Northern Virginia
      Fairfax  Loudoun
     Prince William  Alexandria
     Arlington  Chantilly
     South Riding  Manassas
     Haymarket  Herndon
     Ashburn  Dulles
     Reston  Leesburg
     McLean  Vienna
  • Maryland (Washington, DC suburbs)
     Montgomery County  Prince Georges County
     Bethesda  Rockville
     Gaithersburg  Chevy Chase
  • District of Columbia