Mid-Atlantic Financial Group
Financial Advisors/ServicesInsuranceBusiness/Development Consultants
I specialize in helping Executives build strategic financial plans to specifically take into account the high pressure, times demands, potential job volatility and leveraged variable compensation structures inherent in executive positions.
Our plans target building, protecting and passing along your hard earned financial assets. We pay particular attention to the pending draw down phase of your financial lifetime, when you are longer receiving a paycheck but need to fund your lifestyles during a lengthy retirement.
Some of the biggest questions and causes of stress my clients face include:
* How can I afford to retire?
* Will I have enough saved so I don't run out of money in retirement?
* Will I have enough money to retire when I want to stop working?
* How can I manage my expenses in retirement?
* Where should I put my money I'm saving for retirement?
* How can I reduce my taxes?
Do any of these sound familiar? If so, then let’s have a conversation and explore ways me can help you.
I'm available to meet and discuss your needs using secure, online technologies. Contact me to schedule a time to talk.
703-624-9641 or email firstname.lastname@example.org