About
As a financial advisor and fiduciary, I have partnered with a team that puts the client’s best interest first. We provide careful objective and comprehensive financial advice to individuals and families. With a wide array of investment services and solutions, we serve the client’s needs, with the focus on their goals and objectives. We build long-term relationships with our clients and families, and over time provide ongoing consultation and direction.
Our advice and services relate to the following:
Fee-Based Financial Planning
Net Worth Analysis
Cash Flows and Debt Management
Short-term & Long-term Investment Strategies
Life Insurance Planning
Tax Planning Strategies
Retirement and Income Planning
Estate Planning
Education Funding
Portfolio Analysis (IRA, Brokerage, Retirement Plans, 529 Plan, Annuities)
Details
Comfort with finances
Career stage
Annual income
Service type
Reviews
kirk C.
Arnold G.
Randy B.
Frequently asked questions
What is your typical process for working with a new customer?
We start with a conversation. This can be done in-person, via Zoom or phone call. Getting to know my clients beyond their finances is important for me to better understand their goals and their concerns.
Next, I will request specific data and statements in order to put together an accurate analysis. With short-term and long-term planning in mind, the client receives a tailored Financial Planning Package. This package includes a presentation of the analysis, a set of detailed recommendations with reasons why and a summary of all.
The most important part of the process, the review step. When an individual becomes a client, we build a relationship. As life changes, the financial plan changes, and in the review process we monitor and start at step one with a new conversation.
What types of customers have you worked with?
From government employees with children, to young sales professionals, to business owners nearing retirement. I've worked with a variety of individuals in the DC Metropolitan Area, from New York down to North Carolina. This has given me the experience to better understand many levels of financial planning, and to tailor a plan that is best for the customer's specific situation.
What advice would you give a customer looking to hire a pro in your area of expertise?
My advice while looking to hire a professional is to find one that you instantly get along with. Trust is important in this business, so look for someone who you want to talk to, get to know, and can see as a long-term fit.