Deciding when to retire is based on more than reaching an age or date. We aim to help our clients plan, save and prepare for retirement, manage risk, and preserve accumulated wealth. Our approach is simple--consider each client's individual situation and objectives, and offer the most suitable unbiased advice in the best interest of the client.
We aim to take the mystery out of retirement, investments, and income planning. Our advisors will help you create a customized financial plan that suits your objectives and individual circumstances, considers your federal retirement income, and forms a taxation strategy. And we can help with your insurance and estate planning needs to ensure your retirement assets pass to your heirs simply.
Carol is experienced and serves the diverse population of the Northern Virginia and Washington, D.C. metropolitan area advising individuals and families from the military, Federal government, private industry, and nonprofit business sectors during the past 20 years, and understands the needs of each. Our mission is to provide honest, simple financial advice for people of all ages.
Whether you are in retirement, near retirement, or simply serious about meeting your retirement and financial objectives, we offer current and retired Federal government employees a complimentary 1-hour consultation. Please call us at 703-992-8535 to schedule yours today.
Carol M Feathers is a registered representative offering securities and advisory services through Independent Financial Group, LLC a registered broker dealer and investment adviser. Member FINRA and SIPC. OSJ Branch: 12671 High Bluff Drive, Suite 200, San Diego, CA 92130.
She is currently licensed in the following states: VA, MD, DC, MA, GA, AR, NY, TX.
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I provide an initial meeting at no charge to determine if I am the right financial adviser for you. I gather specific client data to develop a finanancial plan tailored to the clients needs, work with them to implement the plan and then monitor their progress annually or more frequently depending on the cleint's plan.
I have been in business for 20 years and I have all the requesite licenses and undergo annual classes, exams and training.
No, I tend to tailor my prices and services to what is best for the client and their goals.