Potomac Financial Group, LLC

Steering a Surer Course to a Brighter Future

Greater Wealth with Greater Peace of Mind 

 

What Sets Us Apart 

Economic Volatility.  Retirement.  Divorce.  A Career Change.  The Sale of A Business.  Longer Life Expectancy.   So much can throw even the brightest future off course.  It takes more than just Financial Planning to build and preserve wealth.  That's why Potomac Financial Group, LLC can make such a difference.
 
Unlike other Independent Firms that offer only Financial Planning, or Investments, or Insurance, Potomac Financial Group, LLC integrates them all and adds access to world-class expertise in everything from Estate Planning and Tax Strategy, to Executive Compensation, Business Succession Planning, and Risk Management.
 
The result is an exceptionally holistic financial plan that reflects your priorities, values, and vision for the future.  We then use this plan to Navigate, making sure all the elements continue to work together and that as personal, business, and economic issues arise, we can help steer you clear of turbulent financial waters.
 
We keep our eyes on the plan and on the horizon so we can do our best to protect, preserve, and increase your wealth - no matter what!
 
 
A New Financial Plan is Especially Critical if:
  • You are starting or selling your business
  • You have lost a spouse or are going through a divorce
  • You are planning retirement
  • Your family is changing(a new baby, college tuition, etc.)
  • You are having business retention and recruitment problems
  • You or your spouse do not have disability income or life insurance
  • You are looking ahead to Estate Planning
  • You are facing a career change(including a job loss)
  • You or a family member faces medical issues
  • You are currently retired and have not updated your financial strategy in the past 12 months

If you would like to take a fresh look, please give us a call at 703.779.9750.

 
 
 

I am licensed and registered to offer products and services in [DC, MD, NC, VA, WV]. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information.

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Newsletters

Why Realistic Expectations May Be Great

Although positive thinking can be powerful, there's a fine line between optimism and unrealistic expectations. There are possible pitfalls when overestimating how a portfolio will perform.

Favorable Dividend and Capital Gains Tax Rates Extended—for Now

The 2010 Tax Relief Act extended the 15% maximum tax rates on qualified dividends and long-term capital gains through December 31, 2012. But without further legislation, dividends will be taxed at ordinary income tax rates and capital gains tax rates will return to 20% (23.8% for investors in the two highest tax brackets) in 2013.

Dispelling Umbrella Insurance Myths

Many people may think their chances of being hit with a multimillion-dollar lawsuit are fairly slim. Besides, wouldn't the liability coverage on their homeowners and auto insurance policies be enough to protect them against a claim or a lawsuit? Unfortunately, there are misconceptions about umbrella liability insurance that could cause someone to be underinsured.

Getting to Know Your Beneficiaries

Estate conservation issues may be uncomfortable to face, but there's probably no other aspect that is as simple or inexpensive as designating beneficiaries for employer-sponsored retirement plans, IRAs, and life insurance policies.

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Market Watch

January 27, 2012 @ 11:58 PM

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