CONNECT

Address:

2200 Pennyslvania Ave NW, East Tower, Suite 4109
Washington, DC 20037

Phone:

202-507-5830

Our Services Include...


  • Retirement planning *

    Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.

     

  • Estate Planning *

    Helping with strategies to preserve your estate for your intended heirs. Potententially reducing exposure to estate taxes and probate costs. Coordinating with tax and legal advisors. 

     

  • Insurance Planning

    Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.  Listen to the recent report on long-term care insurance from NPR's Morning Edition - http://www.npr.org/blogs/health/2014/05/28/316328410/how-to-shop-for-long-term-care-insurance
     

  • Education funding

    Recommending investment and accumulation strategies to help you pay for your children's education.

     

  • Investment Planning *

    Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending appropriate investment vehicles to help you reach your goals.

     

  • Employee and executive benefits

    Helping your business attract and retain qualified employees through benefit packages.

 

* Securities and investment advisory services offered through Voya Financial Advisors, member SIPC.









     
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