Our Mission

To act as a resource for our clients and treat their financial decisions as if they were our own. For our clients to proudly recommend us as their most trusted advisor to their friends, family and co-workers.

Our Services For:

Business Owners

We work to actively plan for your success and prosperity.

Federal Employees

Maximize your benefits with a Free Federal Benefits Analysis.

Individuals & Families

Develop a financial model to build wealth and security.

Challenges Facing
Our Clients

In a constantly changing financial climate, today’s consumers are left to fend for themselves.

With yearly tax law changes, stock market volatility, interest rate fluctuations, and real estate uncertainty, it is nearly impossible for the typical person to keep abreast of these constant changes.

The erosion of our wealth by inflation and taxation could leave many people without enough money to retire in their current lifestyle. With ever-increasing life expectancies in our country, the potential exists to outlive our wealth.

Most of our clients are simply too busy running their households and businesses to dedicate the amount of time necessary to effectively manage their personal wealth.

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.



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.

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What Our Customers Are Asking

Money In Retirement

How do we ensure that we don’t run out of money in retirement?

Personal Finances

Will our personal finances be devastated by premature death, disability, law suit or extended nursing home needs?

Kids Education

What is the best way to fund our children or grandchildren’s college education?

Estate Planning

How do we pay the least amount of taxes when we pass our estates or family business to our children?

Professional Advisor

Should we follow the mass blanketed advice disseminated by the media and “do it yourself ” or is our family’s wealth important enough to go to a professional?

Advisor Fees

How much does is cost to meet with a financial professional?

Contact Us


17B Firstfield Rd. Ste 108
Gaithersburg, MD 20878


 (240) 912-7507