Welcome to our Website!
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.
Helpful Content
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
It Was the Best of Times, It Was the Worst of Times
Learn about key investment principles that will help you navigate the unpredictability of the financial markets.
Saving Early & Letting Time Work for You
See how starting early—not saving more—can be the most powerful move you make for your long-term future.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
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Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.