Secure File Uploads
To share files with our staff, please complete all of the fields below and use the “Select Files” option to upload file(s):
|
|
|
|
|
|
|
|
|
|
|
* Valid file format we accept are the following: Adobe PDF (.pdf), Comma-Separated Values (.csv), Compressed Archives (.gz, .tar, .zip), Microsoft Excel (.xls, .xlsx), Microsoft Word (.doc, .docx), Images/Photos (.gif, .jpeg, .jpg, .png), and Text files (.txt).
Your Most Trusted Advisor
Our comprehensive planning takes place in three steps:
Present Plan Analysis
First is present plan analysis. Understanding what you have in place and how you have made financial decisions in the past.
Educate
Second, we educate you about what opportunities are available and carefully scrutinize the different options and weigh their outcomes on our financial model.
Implement Plan
And lastly, we implement the plan that most effectively grows your wealth, minimizes risks, and allows us to distribute the maximum amount of net dollars to you, your family, and to charities. All of our planning decisions will be mathematically verifiable as the correct course of action and will remain flexible to adapt to tax law changes, market volatility, or other variable conditions.
Contact Us
Address:
17B Firstfield Rd. Ste 108
Gaithersburg, MD 20878