Broker Check
 
A Holistic Approach Long­-Term Relationships Simplified Solutions Personalized Advice

We Plan for the Certainty of Uncertainty


"Based in Southern Maryland, I have provided holistic financial planning, practical business solutions as well as experienced wealth management for over 20 years. My team understands that there are few facets of life that can provide a sense of security. Worrying about your financial future can be a huge burden on both you and your loved ones. Place that burden in our hands. We will invest our time in you, freeing you to spend your time doing what matters most."

-Georgeanne Aist, Founder

Contact Us

Wealth Management

We educate our clients about financial concepts and take the mystery out of investing.

Learn More

Business Planning

We cater to the needs of our executives by creating tax efficient business strategies.

Learn More

Serving Individuals

We can help you create a plan - the key toward achieving your financial goals.

Learn More

Retirement Strategies

Learn More

Business Executives

Learn More

Wealth Management

Learn More

Estate & Philanthropy

Learn More

Helpful Content

Death is No Excuse

Death is No Excuse

The federal government requires deceased individuals to file a final income tax return.

You May Need to Make Estimated Tax Payments If…

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Retiree Health Care Coverage Overseas

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

 

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Why You Need an Estate Strategy

Do you have an estate strategy? You should.

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

View all articles arrow

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

View all calculators arrow

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

View all presentations arrow

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

View all videos arrow