FOR YOU
Learn more about financial concepts, take ownership of your decision-making, and prepare for the future.
Learn More
FOR YOUR FAMILY
Protect the ones you love financially. Keep your family safe, no matter what the future brings.
Learn More
FOR YOUR BUSINESS
Build a great business. Protect it and take good care of the people who help it thrive. Including you.
Learn MoreUNCOMMON STRATEGIES: LESS RISK. TAX STRATEGIES. MORE INCOME IN RETIREMENT.
How much do you think you’ll need to retire? A “magic number” is the traditional approach to financial planning. How’s that working out for us? According to the National Bureau of Economic Research, over 40% of American households experienced financial distress due to the 2008 mortgage crisis. People who had carefully planned for their retirement, saw their investments disappear and their savings dwindle. Life is unpredictable. You need strategies that protect your wealth and help you build financial independence, no matter what happens.
Contact Us
Join Our Firm
Do you have an entrepreneurial spirit and a passion to help people? Build your own practice with the freedom to determine your own market. Bring value to the lives’ of others by helping them achieve their financial goals.
Learn More Apply Now Take a Virtual Tour of Our Bethesda Office
Helpful Content
Whole Life: The Key to Unlocking your Retirement
Imagine a retirement without having to worry about money? Well, it’s possible.
Infographic: While You’re Still Covered
Your healthcare coverage will change in retirement. Here are things you might do before your coverage switches.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
The 12 Steps to Living Confidently: How to Set Up a Budget
Get ready. We’re about to get deep. Have you ever thought about what means, means?
The 12 Steps to Living Confidently: How to Protect Yourself
Protection. We’re obsessed with it these days.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Infographic: Playing the Odds With Your Future?
Plan for the things you can protect against, like a loss of income due to illness or injury.
How to Make Smart Debt Decisions
Making smarter decisions about debt can help you reduce stress.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
View all articles 
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
View all calculators
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
View all presentations
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Don't Buy The Hype
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Surprises
Making the most of surprises is a great reason to work with us.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.