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Free Retirement Planning Calculators

A Fee-Only, Independent Financial Advisor
Located in Potomac, MD

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Planning

We work closely with you to determine your goals and how you are going to achieve them.

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Investments

We implement a sound investment strategy geared to match your individual objectives.

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Retirement

We are committed to helping you realize your financial future.

We offer customized, non-proprietary solutions solely in 
 our clients’ best interest.

Free Retirement Planning Calculators


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A message from the Founder.

"I love empowering people to discover new and creative solutions to enhance their financial situation.“

Bruce M. Wiener, Principal

From our Blog:


26OCT

When Technology Becomes Dominant

I checked Facebook this morning, bought a book on Amazon last week, and used Google throughout the day. My guess is that your experiences are similar. How have these technologies come to play such an integral role in our lives?

Digital technology allows market dominance because it makes capacity constraints irrelevant -- "a single producer with a website can, in principle, fill the needs of millions or even billions of customers." So argues the authors of the book "The Second Machine Age."

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18SEP

Beer, Detroit and the Importance of Spending Less

We all know that saving money is critically important to achieving a successful retirement. The opposite side of saving more is spending less. Spending less has benefits above and beyond the ability to increase savings. Watch the video to find out the other advantages of spending less. You'll also find out how two of my favorite subjects -- beer and Detroit -- relate to this topic.

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