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
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
How Women Can Prepare For Retirement
Are women prepared for a 20-year retirement?
Investors who put off important investment decisions may face potential consequence to their future financial security.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your capital gains tax.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Enter various payment options and determine how long it may take to pay off a credit card.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
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.
The importance of life insurance, how it works, and how much coverage you need.
Have you found yourself suddenly single? Here are 3 steps to take right now.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Here’s a crash course on saving for college.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
What is your plan for health care during retirement?
With alternative investments, it’s critical to sort through the complexity.