Our Services

Comprehensive Financial Services and Wealth Management
• General Financial and Investment Planning
• Retirement Income Planning
• Education Planning and Funding Strategies
• Investment Policy Statement Reviews
• Asset Allocation Strategies and Portfolio Construction
• Potomac Investments – Large Cap Strategy
• Third-party Portfolio Manager Searches, Selection and Monitoring
• Life Insurance and Long-Term Care Insurance
• Fixed Annuities
• Variable Annuities

Corporate Executive Services
• Employee Stock Option Plans (Cashless exercise)
• Hedging and Diversification From Concentrated Stock Positions
• Rule 144 Stock Sales 
• SEC Rule 10b5-1 Insider Trading Plans

Corporate and Non-Profit Services
• Investment Policy Statement Reviews
• Deferred Compensation Programs
• Individual 401(k) Plans For Self-Employed Persons
• 401(k) & 403(b) Plan Services
• Cash Management Programs
• Asset Allocation Strategies and Investment Selection
• Third-party Money Manager Searches, Selection and Monitoring
• Potomac Investments – Large Cap Strategy
• Employee Stock Purchase Plans
• Employee Stock Option Plans
• Transition Planning & Succession Planning
• Key Person Insurance

CA Insurance License #0C83384