Our Services

 

Our Services

Financial planning, investments and risk management services

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.

Services diagram

 
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.
 
 
 
* While the process of diversifying your assets across multiple asset classes can help to reduce overall risk, it does not eliminate market risk altogether