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Personal Financial Planning

Your goals and values are the starting point of your financial roadmap. Our financial planning process empowers you with the knowledge, resources, and financial tools necessary to build wealth in a manner that is time efficient and easy to understand.

If you want to learn more about our services or have any questions, give us a call at 301-588-0514 or schedule a 30-minute Zoom meeting.

Our services include:

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Retirement Planning

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Investments

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Social Security

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401k, 403b, TSP & IRA Rollovers

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Traditional & Roth IRAs

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TSP & Federal Benefits

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Life Insurance

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Long-Term Care Insurance

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Legacy Planning

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With over 22 years’ experience, I help people within 8 years of retirement to avoid making costly mistakes and maintain their standard of living in retirement.

 

Schedule a complimentary 30-minute zoom meeting to see if there are areas in which I can help.