Broker Check

Multi-Generational Families

Client Centered

Legacy and family are both inherent parts of wealth planning.  Without proper planning and education of younger generations, there is a chance that wealth can erode. That is why here, at Potomac Financial Consultants, we are dedicated to helping your children, grandchildren, and generations to come, preserve and grow the wealth you will pass down. We believe some of the ways to do that are: 

  • Financial literacy and education
  • Modeling financial transparency - communication is key!
  • Planning for the future of younger generations
  • Planning for the future of older generations
  • Estate planning and establishing a trust

We work with families throughout the United States. Click here if you are ready to start planning your legacy.