Potomac Financial Service Group was founded over 30 years ago to educate and assist clients achieve their retirement goals, protect family assets, and make sure the transfer of wealth to loved ones is handled effectively and competently. Potomac Financial Services Group’s team members combine over 75 years of experience. Each client is afforded individual attention and a planning strategy designed to meet their specific personal needs. In addition, we also partner with trusted professionals specializing in estate planning, tax and family law, wills, and trusts so that each client’s requirements are addressed fully.
Our staff believes in a team approach. Each member is focused on a strategic specialization which enables us to work in concert with each individual client as they move forward in achieving their financial goals. This coordinated approach allows for a clear view of the path to the most strategic and beneficial results. Our accessibility enables us to help our clients in times of need and provide not only knowledge and advisement, but comfort in knowing that we want you to realize your dreams. Our company is your company.
Is Your Financial Plan Properly Positioned For These Uncertain Economic Times?
Retirement: Are you confident that your retirement is financially secure for your entire life?
Your Portfolio: What steps are you taking today to protect against a possible recurrence of the financial mistakes of 2008?
Inflation and Taxes: Does your planning account for, and safeguard against a rapid rise in these two major risks?
Interest Rates: Are you generating sufficient income in the current environment of historically low interest rates?
Government Policies: How are current government policies affecting your confidence in the stability of your finances?
401(K)/Pension Rollovers: Have you considered the best treatment for them and what options are available?
Insurance: Is there a plan in place to deal with all that life may present to you and your family?
These issues are critical to both your present and future financial condition. We invite you to call so we can arrange a private consultation. We look forward to being of service to you, for your future, and for the future of those who depend on you.