T/W/H: 10:30 - 12pm, 1-2:30pm + 3:30-5pm
We are a financial planning firm based in Bethesda with seven offices in PA/MD/VA. We offer comprehensive financial planning which includes asset management, insurance services and business planning for individuals, families and small businesses.
How much do you think you’ll need to retire? A “magic number” is the traditional approach to financial planning. How’s that working out for us? According to the National Bureau of Economic Research, over 40% of American households experienced financial distress due to the 2008 mortgage crisis. People who had carefully planned for their retirement, saw their investments disappear and their savings dwindle. Life is unpredictable. You need strategies that protect your wealth and help you build financial independence, no matter what happens.
We leverage a passion for HELPING PEOPLE with the KNOWLEDGE and
RESOURCES necessary to help them live BETTER FINANCIAL LIVES.