Our Services

 

Personal Solutions

Your dreams of a better lifestyle and financial independence may be closer than you think!

Financial strategies are all about choices… those you make in response to your needs and those of your family. Potomac Financial Group, LLC offers financial solutions for each stage of your life. We will assist you in selecting the appropriate products and services to help you achieve your personal financial goals.
 
Family Protection and Wealth Preservation to help you keep what you’ve built:
No matter what your financial goals are, Potomac Financial Group, LLC Investment Department offers a broad range of products and services to help you achieve them.
 
Wealth Accumulation Strategies to help you achieve financial independence:
  • Mutual Funds
  • College Education Funding Strategies
  • Retirement Planning
  • Fixed & Variable Annuities
  • Advisory (Managed) Accounts
  • Traditional & Roth IRAs
Taking into account your goals, age, risk tolerance and income tax bracket, we can design a customized investment strategy for your situation.

 

 

Business Solutions

Before you can really start setting financial goals, you need to determine where you stand financially.

As a business owner, you face unique challenges. You must be prepared for the possibility of a change of ownership in the future. If you become sick or injured and can’t work, you risk losing what you’ve worked so hard to build – your business. Potomac Financial Group, LLC will work with you to ensure you have the proper business protection.
 
Business Continuation Strategies to prepare for the inevitable or the unexpected:
  • Business Succession Strategies
  • Disability Buy-Out
  • Buy-Sell Arrangements Funding
  • Key Person Life Insurance
 Employee Benefits to help you attract and retain employees:
 Tax-Qualified Retirement Plans to help you and your employees accumulate wealth:
  • 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 to help you recruit and retain your key executives:
  • Supplemental Executive Retirement Plans
  • Deferred Compensation Plans
  • Supplemental Executive Disability Income Insurance
  • Split Dollar/Bonus Plans
 On-Site Seminars: Potomac Financial Group, LLC often works with employers to conduct seminars for your employees. These seminars allow us to explain visually the most predominant issues concerning your employees and answer their questions directly when it is convenient for you.
 
 
 
 
* While the process of diversifying your assets across multiple asset classes can help to reduce overall risk, it does not eliminate market risk altogether