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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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A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

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And the Executor Is

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

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In the face of divorce, making changes to insurance coverage may be overlooked.

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Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

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Estimate how much you have the potential to earn during your working years.

Saving for College

This calculator can help you estimate how much you should be saving for college.

What Is My Current Net Worth?

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

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

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Investment Strategies for Retirement

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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.

Protecting Those Who Matter Most

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

Your Cash Flow Statement

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

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A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

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Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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.

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