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 roared back after its recent 600 point drop from when Great Britain voted to leave the European Union (commonly referred to as Brexit).
These last few months not only
reminded us that stocks go down but
that they can go down violently and
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.