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Financial Planning Designed for Families and Individuals Who Want to Retire on Their Terms

Our financial advisors specialize in serving clients nearing retirement. We offer tailored solutions to meet your needs as you prepare for retirement on your terms. 


Families Nearing Retirement

Your years of retirement should be some of your best; you get to do all the things you've always wanted, but never had time for! But it does take some planning. From pre-retirement all the way through turning your retirement savings into income, we will be by your side.

Read more about how we serve families nearing retirement.


Women Investors

It’s no secret that men and women are different in how they process and reason. It makes sense that women investors would have a different approach to investing, specific needs, and prefer a structure that supports those needs. Just the fact that women live longer than men means an entirely different approach is required in saving for retirement!

Read more about how we serve women investors.


Multi-Generational Families

Your legacy and family are an integral part of the planning process.  Planning the transfer of assets to loved ones can be emotional and complicated, and we have the experience to guide you through these decisions. We are dedicated to helping your children and grandchildren preserve and grow the wealth that you may pass down.  

Read more about how we serve multi-generational families.


You will experience the difference at Potomac Financial Consultants! Contact us to schedule your consultation today.