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Investment & Financial Planning

Our strong focus on investment, tax, insurance, and behavioral strategies create a unified and holistic perspective of those things that can influence outcomes. Our comprehensive planning and implementation programs will keep you grounded and focused on what is possible.

We combine extensive research, due diligence, and modeling strategies to create a personalize portfolio geared towards helping you accomplish your financial goals at an appropriate level of risk. This means having a conversation about the things that are most important to you. We'll take you through a discovery process that allows us to understand your short, medium, and long term needs, as well as what retirement looks like to you. 

We focus on your capacity to take risk and your attitude toward risk. This includes your need for risk to enhance growth and your desire for growth beyond your immediate needs. These key ingredients help us determine how to build your portfolio. They allow us to make sure that your portfolio is working as hard as it can toward your goals. It helps us see the inflection point at which risk makes you too anxious to sleep at night -- which helps us to ensure that you will stay in your seat when markets are turbulent.

All of your investments are then bundled into our technology package, available for you to access through your own secure online portal. You have the option of using its internal storage space to upload and save electronic copies of your insurance, estate planning, and other documents, as well as link any accounts from your other financial institutions (bank accounts, mortgages, credit cards, etc.) so that you have your complete financial picture any time you need it.

Of course there are risks involved with investing. But studies have shown that money being professional invested has a much higher success rate than money being invested by an individual1. When it comes to investment choices2, most of us are our own enemies, Our strong focus on behavioral economics helps us help you stay out of your own way when making these choices.

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2 - There are risks involved with investing, including possible loss of principal. Investments will fluctuate and may be worth more or less than when original purchased

But we don't stop there.

As comprehensive planners, we contextualize your investments as another arrow in your quiver, so it's not enough to just consider the investments in your portfolio. There are many financial situations that you'll face throughout life and retirement. We'll help you answer questions like:           

  • When can I retire comfortably?
  • How much money will I need?
  • When should I file for social security?
  • How can I optimize my medicare options?
  • Do I have the right type of insurance to protect myself and my assets?
  • How do I keep more of what I make?

And for our Federal Employees:

Being that we serve clients in our nation's capital and its metropolitan area, we add value by having in-house Fed Specialists to help you find the best ways to utilize the myriad options available in your federal benefits package, from the Thrift Savings Plan (TSP) to your life/health insurance and FERS/CSRS Pension. Being a beneficiary of a pension affects the way your portfolio should be constructed and managed. If you're a federal employee, let us show you how properly utilizing the benefits given to you affect your financial and economic future.

Federal Employees

Check out these two retirement resources:

Retirement Traps to Avoid

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.
Learn More
The Pre-Retirement Checklist

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.
Learn More

Are you ready to redefine your future?

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