August 27, 2024 We are thrilled to be recognized as a 2024 Top Financial Professional by Northern Virginia Magazine! This marks 10 years that we have had this special designation, and it fully supports our mission to protect financial futures for individuals, families, and small businesses.  As an insuranc [...]

Whenever I meet with a new client, I always ask what “personal financial well-being” means to them.  Without this information, it’s impossible for me to set the client on their best short- and long-term financial path. If you haven’t done this already, take a moment now to write down a definition of financi [...]

  It’s important to recognize the value that careful planning today can make in helping ensure your wealth continues to support your family during and beyond your lifetime. Rather than try to impart everything there is to know about money management in this short blog, here are 10 quick tips for making mea [...]