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 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.


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Financial Advisor

Wealth Management

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


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Financial Advisor

Senior-Living Planning

 

Weaving needs, options and strategies into clear solutions.


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retirement planning

ENJOY Your Retirement Years

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

MEET THE TEAM

Sum 2016

Economic Overview

The stock market roared back after its recent 600 point drop from when Great Britain voted to leave the European Union (commonly referred to as Brexit).

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Fall 2015

Economic Overview

These last few months not only reminded us that stocks go down but that they can go down violently and without warning.

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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.