Our Services

Education

We provide financial planning seminars from an educational perspective. Seminars are held monthly throughout the Washington DC metro area. These seminars are held in four forums:

  • Ongoing education for our clients and their guests
  • Open to the public
  • Held for corporations and government agencies
  • Presented in churches from a Biblical perspective

The topics covered in the seminars can be tailored for specific audiences and will cover: retirement planning, estate planning strategies, college funding, debt reduction strategies, asset allocation, asset protection, and much more.

In addition, we strive to further educate our clients during every review appointment and phone call. We encourage our clients to contact us at any time with questions so we can provide them with any and all resources they require.

Financial Plan Construction

The process of constructing an individual financial plan must be personalized to each client’s unique goals, risk tolerance, and time horizon. We start with your personal data and specific objectives and use a detailed planning software program to assess your situation and uncover how close you are to meeting your goals. With your collaboration, we devise solutions to shortfalls and discuss how to get you from where you are to where you want to be. After your plan is built, we continue to review your plan with you on a regular basis to make sure we account for any changes life throws your way. Your financial plan lives and breathes as you do and must be updated regularly to ensure you stay on your desired path.

Wealth Management

We believe that wealth management must involve a prudent process for implementing and monitoring investment strategies. Like the construction of a financial plan, this process must also be personalized to each client’s unique goals, risk tolerance, and time horizon. We keep a close eye on the economic environment, news headlines, and market activity each day so we are able to make adjustments to your portfolio as necessary. Working closely with you, we actively manage your portfolio to meet your goals and objectives.