There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated. Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.

Our services include:

 

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.
 

Small Business Retirement Plans

The creation of the SEP and the SIMPLE affords smaller businesses with a way to offer their employees a retirement plan. The SEP and SIMPLE were designed for businesses with less than 100 employees and y are less costly to administer than a 401(k).
 

Financial Planning

Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.
 

Education Planning

Like Retirement Planning, which has to commence long before you enter into retirement, Education Planning (for yourself or your children) needs to occur well before mature learners or young scholars are poised to embrace higher education.