Download Our Tax Reform Ebook!
There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.
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We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. Denise Carson, CPA, MBA, CGMA has been a Certified Public Accountant since 1985. She has completed a Masters in Business Administration with a concentration in Finance and Management Information Systems from Marymount University with honors. She has also completed a Bachelor of Science degree in Accounting from the University of Maryland and has completed an Associate of Arts degree in Business Administration. Ms. Carson is 6, 7, 63, 65 and Insurance licensed.
Our commitment to you is based on the highest professional standards. We strive to anticipate your needs and will work hard to exceed your expectations. We will always have your best interests in mind and will work with you to help you reach your financial goals. We can help you address your needs today and for many years to come. We look forward to working with you through all stages of your life, please call (703) 909-7702.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
At what point can you call a personal vehicle commercial?
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
How to help determine life insurance needs to provide for your family after you pass away.
Retirees traveling abroad need to know that their health insurance travels with them.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Tips on insuring your teen driver.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator may help you estimate how long funds may last given regular withdrawals.
Assess how many days you'll work to pay your federal tax liability.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
All about how missing the best market days (or the worst!) might affect your portfolio.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Investors seeking world investments can choose between global and international funds. What's the difference?
What if instead of buying that vacation home, you invested the money?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
$1 million in a diversified portfolio could help finance part of your retirement.