Through our alliances with some of the most experienced and most financially stable partners, Potomac Financial Group LLC has the independence and can integrate the resources to create and execute plans for your specific values, priorities, and needs.
Business Continuation Strategies
Would you like to learn more about financial planning with Potomac Financial Group LLC?
Please give us a call at 703.779.9750.
A full suite of best-in-class services
No matter what strategy, products and services are right for your financial plan, Potomac Financial Group LLC can provide them. We’ve forged alliances that give us access to the best tools, insurance, and investments and to nationally recognized experts in specialized areas so we can offer:
Personal Finance & Risk Management
Wealth Accumulation
- Securities and Mutual Funds
- College Education Funding Strategies
- Fixed and Variable Annuities
- Traditional and Roth IRAs
- Advisory (Managed) Accounts
- Retirement Planning
Family Protection and Wealth Preservation
- Long-Term Care Insurance
- Disability Income Insurance
- Life Insurance
- Estate Conservation, Tax and Charitable Giving Strategies
Business Assurance, Compensation & Benefits
Business Continuation Strategies
- Succession Planning
- Disability Buy-Out
- Buy-Sell Arrangements Funding
- Key-Person Life Insurance
Employee Benefits
- Group Life Insurance
- Group Long-Term Care Insurance
- Group Health Insurance (including Dental & Vision)
- Group Short-Term & Long-Term Disability Income Insurance
- Flexible Spending Accounts (FSAs)
Tax-Qualified Retirement Plans
- 401(k) Plans & Profit Sharing
- Simplified (SEPs)
- Defined Benefit Plans & Money Purchase Pension Plans
- SIMPLE (IRAs)
- Executive Retention Bonus
- Arrangements (ERBAs)/ Golden Handcuffs
Executive Benefit Planning
- Supplemental Executive Retirement Plans
- Deferred Compensation Plans
- Supplemental Executive Disability Income Insurance
- Split Dollar/Bonus Plans
Employee Benefit Communication
- We can conduct seminars for your employees to help them understand your benefits program and answer their questions.
