Whether you are visiting our site for the first time or as a seasoned user, we welcome you. We are a Fee-Only® financial planning business with offices in National Harbor, Maryland, and Alexandria, Virginia. We named our firm “Lifetime Wealth Planning and Management” because we believe it describes what we do best: provide wealth planning and management services over our clients’ lifetimes.
We accomplish this in a synergistic manner—integrating your tax, retirement, risk management, investment, estate, and cash flow planning into the ongoing management of your financial portfolio. Our wealth planning and management services provide the most value for those clients who are in life transitions stages (for example, retirement, widowhood, divorce) and need to utilize the money that they have acquired to begin drawing an income to completely replace or supplement current income. Therefore, whether you are retirement focused and looking for strategies to make the most of your hard-earned assets and turn them into a steady stream of income when you need it, or you are a widow looking for financial advice and support in a comforting and secure atmosphere, you have come to the right place.
We invite you to learn more about our firm and our process as well as the services we provide. We will show you how you can generate the income that you need to live on while lifting the burden of managing your financial affairs. If we can be of any assistance or if you would like to schedule an initial complimentary consultation, please contact us. We look forward to hearing from you!