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Whichever Direction
You’re Headed

We’ll guide you every step of the way

 

We are dedicated to helping you protect and manage your assets, prepare for retirement and develop a legacy that benefits your loved ones and future generations. Through understanding your goals, financial education and our planning process, we help you create a financial roadmap that will help you meet your objectives.

Free No Obligation Retirement Review

We are dedicated to helping you protect and manage your assets, prepare for retirement and develop a legacy that benefits your loved ones and future generations. Through understanding your goals, financial education and our planning process, we help you create a financial roadmap that will help you meet your objectives.

For You

Our goal is to help you preserve and grow capital while minimizing volatility. By integrating alternative investments and various non-correlated investment strategies, we strive to create a more stable investment experience.

Wealth Management

Our approach is to create a holistic financial plan for you. The foundation of this planning process is rooted in our independence. This allows us to align our interests with your priorities.

Exceptional Service

Our team-based planning process and service approach allows us to deliver the personal touch and experience that clients love. You will have a team that proactively reaches out to you on a regular basis. This ensures that we are constantly keeping up with the evolution of your life and your wealth management needs.

The Process

With an “education first” approach, Research Financial Strategies ensures that our clients understand how their money is being invested. We guide the development of financial plans that help you achieve your goals for personal wealth and retirement security.

Recent Financial News

Latest Thrift Savings Plan (TSP) Returns 2021

TSP fund performance figures for the G, F, C, S, I and L investment funds as calculated by the Thrift Savings Plan.   TSP FundsThere are currently 15 investment funds in the Thrift Savings Plan. Five are individual stock and bond funds, and the others are...

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January TSP Processing Schedule

January 17 — The financial markets will be closed on Monday, January 17, in observance of Martin Luther King Jr. Day. The Thrift Savings Plan will also be closed. Transactions that would have been processed Monday night (January 17) will be processed...

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TSP Thrift Savings Plan Returns 2021

Thrift Savings Plan (TSP) Summary of ReturnsBelow are the TSP fund performance figures for the G, F, C, S, I and L investment funds as calculated by the Thrift Savings Plan.   A description of each of the TSP funds here. 5 Thrift Savings Plan (TSP)...

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Weekly Market Commentary

COVID-19 strikes again. Coronavirus cases have been on the rise in Europe, climbing from about 700,000 new cases a week in September to 2.6 million a week in November, reported Richard Pérez-Peña and Jason Horowitz of the New York Times. As Thanksgiving...

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Weekly Stock Market Commentary

Treasury Note is simply the yield at the close of the day on each of the historical time periods. Sources: Yahoo! Finance, MarketWatch, djindexes.com, London Bullion Market Association.Past performance is no guarantee of future results. Indices are unmanaged and...

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Retiree COLAs for 2022 Announced

Cost-of-living-adjustment (COLA) rates for federal annuities in 2022 were announced earlier today.Retirees under the Civil Service Retirement System (CSRS) will receive a 5.9 percent increase while those under the Federal Employee Retirement System (FERS)...

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For over 20 years, Jim Musgrave has been serving families and businesses as their financial advisor.  Let us put our money management expertise to work for you.  Set up a no obligation consultation by either filling out our contact form or by calling us at (301) 588-0514.  We are here for you!

Let’s Talk!

Annuity, Annuities, Fixed Annuity, Variable Annuity, Annuities
Rockville, Bethesda, Potomac, Gaithersburg
Financial Advisor

 

Contact

Phone

301.588.0514

Address

Research Financial Strategies
2273 Research Boulevard
Suite 101
Rockville, Maryland 20850
Financial Advisor, Retirement Advisor