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
Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Understanding the economy's cycles can help put current business conditions in better perspective.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much you have the potential to earn during your working years.
Use this calculator to compare the future value of investments with different tax consequences.
This questionnaire will help determine your tolerance for investment risk.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
There’s an alarming difference between perception and reality for current and future retirees.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Why are 401(k) plans, annuities, and IRAs so popular?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Understanding the cycle of investing may help you avoid easy pitfalls.