A Fee-Only, Independent Registered Investment Advisor Located in Silver Spring, MD.
'Pre- and Post-Retirement Planning'
An interactive, comprehensive approach to achieving your goals.
A cost-effective portfolio managed around your needs and goals.
Weaving needs, options and strategies into clear solutions.
We offer customized solutions solely in our Clients’ best interest.
MEET THE TEAM
The stock market
primarily due to
the FANG stocks
(Facebook, Amazon, Netflix, and
which now comprise a
of the S&P500
large cap fund.
I want to wish each of you a happy and
healthy New Year.
your life be
blessed with richness
46% of retired households actually spend more than they did just before retirement.
A diversified portfolio is responsible for 90% of the long term investor’s return.
Financial Planners help individuals generate roughly 29% higher retirement income wealth.
By 2019, the government’s share of health care spending is projected to be 51%. This is up from 24% in 1960.