Potomac Financial Group, LLC

Building Financial Solutions One Client at a Time

Let us help you start buliding financial freedom for yourself, for your family, and for your business.

 

What Sets Us Apart 

Financial Strength
Potomac Financial Group, LLC is able to offer you high-quality products and services, as well as the financial stability of one of the country’s premier financial services organizations.
 
Product Range
Potomac Financial Group, LLC offers a competitive portfolio of insurance and investment products from over 200 different carriers, allowing us to find you the best products at competitive rates.
 
Community Commitment
We believe that every business has the power to make a positive difference in the community. We are involved in many civic and business associations to help our friends and clients.
 
Professional Experience
We offer something unique in the marketplace today: a pool of experienced professionals. These highly trained individuals focus on all aspects of financial services. This means that no matter how complicated your situation, we have a team of individuals with the knowledge and experience to guide you.
 
Technology
We complement our personal approach with technology that enables you to get answers to your questions quickly and easily. On our website, you can look up your New England Financial and MetLife policy values and investments, access a variety of informative articles, utilize various financial calculators, and register for seminars... 24 hours a day, 7 days a week!
 

We have representatives in this office 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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  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • Glossary

    Glossary

    Financial terms from A to Z.

The Election and Your Money

In this year’s election, there are issues, such as energy, free trade, and inflation, playing a role that could have a significant effect on investors and consumers over the next four years.

Every Little Bit Helps

IRA catch-up contributions enable investors aged 50 and older to make up ground in saving for retirement, whether they had a late start or just want to sock away more money.

Beat the Big Three What Ifs

Taxes, inflation, and medical costs — among other factors — could have an unanticipated effect on your retirement. There may be little you can do to combat them once you are no longer working.

Charity That Pays

By organizing your giving, you can make it more effective, allowing your largess to benefit not only the intended charity, but potentially yourself and your heirs. Two popular ways to structure your giving are charitable lead trusts and charitable remainder trusts.

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July 04, 2009 @ 11:03 AM

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