Taking Control of Your Finances Can Change Your Future!
"Based in Southern Maryland, we have been providing personalized comprehensive financial planning, insurance, business solutions and strategic wealth management for over 25 years. My team understands that unanswered questions 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 partnering with you, freeing you to spend your time with those that matter most."
-Georgeanne Aist, Owner ****COVID-19 FFCRA and CARES Act Loan Advice Available****Contact Us
We educate our clients about financial concepts and downside PROTECTION strategies and take the mystery out of investing.Learn More
Business Owner Planning
We serve the needs of both small and large businesses- benefits, tax efficiency strategies, valuation, executive packages and MORE.Learn More
What are your goals? Conquer debt? Build reserves? Planning for retirement? Send your kids to college? Refine & Define Your options.Learn More
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Around the country, attitudes about retirement are shifting.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Tips on insuring your teen driver.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
The true cost of raising a child may be far more than you expect.
How to help determine life insurance needs to provide for your family after you pass away.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Enter various payment options and determine how long it may take to pay off a credit card.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
The decision whether to buy or rent a home may have long-term implications.
Investors seeking world investments can choose between global and international funds. What's the difference?
It's easy to let investments accumulate like old receipts in a junk drawer.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Peer-to-peer payment apps are one of the newest ways to send money.
Here’s a quick guide to checking to see if you have unclaimed money.