Home

 A Fee-Only, Independent Registered Investment Advisor 
  Located in Silver Spring, MD. 

'Pre- and Post-Retirement Planning'

Financial Advisor

Financial Planning

An interactive, comprehensive approach to achieving your goals.


read more
Financial Advisor

Wealth Management

A cost-effective portfolio managed around your needs and goals.


read more
Financial Advisor

Senior-Living Planning

 

Weaving needs, options and strategies into clear solutions.


read more

retirement planning

ENJOY Your Retirement Years

 We offer customized solutions solely in 
 our Clients’ best interest. 

MEET THE TEAM

Mid 2017

Economic Overview

The stock market reach ed new highs primarily due to the FANG stocks (Facebook, Amazon, Netflix, and Google) which now comprise a large percentage of the S&P500 and every large cap fund.

read more

End 2016

Economic Overview

I want to wish each of you a happy and healthy New Year. May your life be blessed with richness .

read more

Stay in touch and get our free newsletter

Fun facts

Retirement

46% of retired households actually spend more than they did just before retirement.

Investments

A diversified portfolio is responsible for 90% of the long term investor’s return.

Planning

Financial Planners help individuals generate roughly 29% higher retirement income wealth.

Health Care

By 2019, the government’s share of health care spending is projected to be 51%. This is up from 24% in 1960.