Wealth Management Services | District Financial Planning

01. About Us

At District Financial Planning, we understand that you’re entrusting us with significant aspects of your life. We take that responsibility seriously and are dedicated to getting everything right, from the very big to the very small.

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02. Our Philosophy

We strive to let nothing slip through the cracks. If we commit to something, consider it done. We don’t use industry jargon, or technical terms. We’re here to cut through that noise.

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03. Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

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Our Services

Federal Employees

For federal employees, reviewing the various types of employment benefits offered by the federal government can be confusing. At District Financial Planning, we’ll work with you to understand which retirement, financial planning, and investment strategies fit your needs.

Retirement Planning for Pre-Retirees

How much do you have in savings and investments? Does your employer offer a pension plan? Do you have long-term care policy ready? In your 40s and 50s, you should be thinking about how well your nest egg fund is ready for success.

Retirement Planning for Retired Individuals

You’ve successfully retired and settled into your golden years. Learning how to manage your money is a challenge that pays off with a comfortable quality of life, in addition to gaining the potential of leaving wealth behind for your loved ones.

Tax Strategy

It’s said that only two things are certain in life: Death...and Taxes! And while there’s not much you can do to avoid the former, with prudent strategy and foresight, there’s a lot you can do to minimize the later.

Estate Planning

Having an estate plan is paramount in ensuring your estate is handled according to your wishes. Together with your estate planning attorney, we can assist in drafting documents and reviewing your situation so your estate benefits the people and charities you care about most.

Wealth Management

You work hard to accumulate wealth over a lifetime. The hope is that, when the time comes for you to leverage those assets, they’ll be there for you to benefit from. Wealth Management service is all about helping you manage YOUR financial assets using a prudent and conscientious approach.

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SUCCESS STORIES

Read What Our Clients Are Saying

At District Financial Planning, we pride ourselves on providing personalized and effective financial strategies to our clients.
Here’s what a few of our satisfied clients have to say:

“My husband and I hired Jeff Settle after interviewing a few financial planners. We very much appreciated (and continue to appreciate) Jeff’s honest and professional approach with us. He is extremely patient, answering all of our questions, and has met with us several times to make sure that we are comfortable moving forward with his recommendations. He is very responsive and flexible with respect to meeting requests.”

— Kelly J., Alexandria, VA

* This statement is a testimonial by a client of the financial professional as of 07/7/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

“Jeff has been a very resourceful and knowledgeable financial adviser. Any time we have questions or concerns, he makes time to meet and discuss our options. He understands the financial planning jargon and can clearly explain the options, benefits, risks, etc. in terms that are much easier to understand. We feel that Jeff is able to work within our budget while keeping our best financial interests at heart. He is also proactive in meeting with us regularly to discuss the status of our accounts. If you want to be treated like a person and not just some other customer, we highly recommend District Financial Planning.”

— Doug D., Pittsburgh, PA

* This statement is a testimonial by a client of the financial professional as of 07/10/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

“Jeffrey has been my financial advisor since before my retirement and he successfully led me to a financially secure post-work life. I’ve now been retired for over a decade (my how time flies when you’re having fun!) and his steady, calm guidance has kept me from being panicky during market ups and downs. What led me to work with Jeff was a co-worker who introduced us and I discovered not only was he comfortable but specialized in working with middle to lower middle class clients. Too many financial advisors limit their client list to the super rich. Getting to meet Jeff’s other clients at his before-COVID summer outing was always a treat.”

— Eugenia B., Alexandria, VA

* This statement is a testimonial by a client of the financial professional as of 08/18/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

We always put your interests first and act in your best interest.

We’re committed to acting as fiduciaries in advisory relationships for our clients. This means we always put your interests first and act in your best interest. We are happy to provide transparency and honesty throughout the financial planning process. Contact us today to learn how we can help you work towards your financial goals with confidence.