ed by Edward C. Skelly, CLU, ChFC, RFC and headquartered in Ashburn, Virginia, we are a comprehensive independent investment advisory firm that offers financial planning and investment management for retirees, those nearing retirement as well as business owners. With a commitment to helping every client achieve their financial goals, we tailor unique planning strategies to individuals, multi-generational families, foundations, corporations, and retirement plans alike.
We also offer a range of investment solutions through our strategic partner, Valmark Financial Group. Our wealth management solutions can also be customized to individuals, trusts, estates, private foundations, and business owners, with a primary focus on retirement and financial planning. Our process is centered on developing strategic financial plans that are independent of specific investment solutions.
Our mission is to help our clients make smart choices about their money, so they can create better futures for themselves, their families, and their businesses. We assist our clients in organizing and simplifying their financial lives while educating them in the process. In short, we work with our clients on solving some of life’s biggest financial challenges.
The largest financial issue many of our clients face is making their assets last their lifetime while providing for a lasting legacy for their families.
Through our interview and data collection process, we will determine, among other things, your short and long-term financial objectives, risk tolerance, tax status, current investment holdings, and asset allocation in order to prepare a hypothetical financial illustration utilizing our R.I.S.K. Blueprint framework. This framework is an effective, time-tested approach that simplifies the complexity of retirement planning.
Our RISK Process and lifetime income modeling helps our clients develop sustainable lifetime income. Based on our in-depth analysis we provide solutions to solve the eight risks we all must face in retirement.
Click here for a full list of our unique processes and comprehensive planning strategies.
We build investment portfolios after
garnering a thorough understanding of each clients individual situation. We generally use institutional managers because of their tax efficiency, low expenses, customization capabilities and world class asset managers. Advisory accounts can accommodate stocks, bonds, mutual funds and exchange traded funds.