Mid-Atlantic Financial Group Prudential Advisors
Financial Advisors/ServicesInsuranceBusiness/Development Consultants
I offer holistic financial services to my clients helping them reach their financial and life goals.
My model is focused on "uncomplicating the complicated" and making sure you don’t run out of money before you run out of time.
It is my job to help you create a better financial life today and in the future. I will work with you to help build a plan defined around your goals. I am committed to providing advice specific to your situation that is clear, relevant, and actionable. I’ll work hard to provide enduring stewardship to your financial assets.
Some of the biggest questions and concerns my clients face include:
* Will I have enough money to retire?
* Can I stay retired without having to go back to work?
* Are my current 401k contributions going to be enough for a comfortable retirement?
* How do I reduce my debt, so I can save for retirement?
* How can I pay for my kid’s college and save for retirement at the same time?
* How can I turn my current business assets into personal financial security for myself and my family?
* Are there strategies to reduce my taxes on income in the future?
* What happens to my family if something happens to me?
* How do I protect everything I’ve worked hard to obtain?
Do any of these sound familiar?
If not, no worries. If so, then let’s take the conversation a step further to see what working together might look like for both of us.
Call me on 703-624-9641 or email firstname.lastname@example.org
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