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
No Cash, No Checks, No Problem
Peer-to-peer payment apps are one of the newest ways to send money.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
The true cost of raising a child may be far more than you expect.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Currency has been around for a long time. Here’s a quick history lesson.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
This questionnaire will help determine your tolerance for investment risk.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much you have the potential to earn during your working years.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help you estimate how much you may need to save for retirement.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
What is your plan for health care during retirement?
Here are five facts about Social Security that might surprise you.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Do you know these three personal finance sayings?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Would you guess that Millennials are effectively saving for retirement? Well, they are.