How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.


Roth IRA


Simple IRA

Traditional IRA

Educational IRA

Brokerage Accounts

Variable Annuity

Common Stock


Treasury Bills

Treasury Notes

Government Securities

    Financial Planning

    Tax Plans

    Estate Plans

    401(k) Planning

    403(b) Planning

    Retirement Plans

    Profit Sharing Plans

    College Savings Plans

    Money Purchase Plans


    Life Insurance - Term and Permanent

    Disability Income Insurance

    Long-Term-Care Insurance

    Health Insurance

    For more information about our firm and our services, send us a quick email, call or Text us. We welcome the opportunity to speak with you. |  Phone: (703) 287-7140 | Text: (202) 918-3850