Confidence to live boldly and retire on your terms.

If you had to retire tomorrow, would you be ready? Are you 100% certain you’re doing all you can to be prepared for your future? Don’t stress or fear any longer. Allow our team at Potomac Financial Consultants to help you discover a clear path to your future so you can take each step in confidence.

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A Unique Approach

Financial Advisors in Germantown, MD for women and families. Cultivating confidence to live bold, brave lives.

Experienced Professionals

Our financial planning firm has been in business for 30+ years, offering personalized retirement and investment services.

A Comprehensive Approach

Strategize now to reach your goals with a financial plan that covers it all: investing, retirement, taxes, debt, and more.

Financial Services

Financial Solutions for every area of your life including asset management and retirement planning.

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Awards and Accolades

Your Goals Are Built Into the Plan

RESOURCE CENTER

Steps to consider to improve your Individual Life Plan

RETIREMENT

Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.

INVESTMENT

Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals.

ESTATE

Manage personal affairs while you're alive and control the distribution of wealth upon your death.

INSURANCE

A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.

MONEY

Managing your money involves more than simply making and following a budget.

LIFESTYLE

How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.

How Much do You Know About Investment?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."