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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****

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Wealth Management

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

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Business Owner Planning

We serve the needs of both small and large businesses- benefits, tax efficiency strategies, valuation, executive packages and MORE.

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Serving Individuals

What are your goals? Conquer debt? Build reserves? Planning for retirement? Send your kids to college? Refine & Define Your options.

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Retirement Strategies

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Business Owner Options

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Wealth Management

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Estate & Philanthropy

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Helpful Content

What to Look for in Personal Finance Apps

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Inventorying Your Possessions

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

Directors and Officers Liability Insurance

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

 

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.

How to Invest in LGBTQ+ Friendly Companies

This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

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Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Paying Off a Credit Card

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

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

What Is My Current Net Worth?

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

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

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

5 Smart Investing Principles

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

Investment Strategies for Retirement

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

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Rightsizing for Retirement

What does your home really cost?

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

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