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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

And the Executor Is

And the Executor Is

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

Variable Universal Life Insurance

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

The ABC’s of Auto Insurance

The ABC’s of Auto Insurance

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

 

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

Test Your Life Insurance Knowledge

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

U.S. Personal Savings Rate

What can be learned from the savings rate?

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

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How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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An Inside Look at Retirement Living

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

Protecting Those Who Matter Most

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

Long-Term-Care Protection Strategies

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

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.

Managing Your Lifestyle

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

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Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

When Markets React

When markets shift, experienced investors stick to their strategy.

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