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Financial Planning Designed for Women and Families

Seeing our clients truly experience a sense of understanding and empowerment is our team’s passion. Our financial advisors specialize in serving women investors and families nearing retirement. We provide a highly individualized approach, taking the time to listen and dream with you, re-imagining your future together. We’re not only putting together your financial plan, we are here to support and encourage you as you strive for your goals.

Women Investors

It’s no secret that men and women are different in how they process and reason. So of course 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 very nature of 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.

Preparing for Retirement

Families getting ever closer to retirement require unique services as well. Our team is available to answer all your questions and help guide you through this time of transition. 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 to turning your retirement savings into income, we will be by your side.

Read more about how we serve families nearing retirement.

You deserve more out of your financial advisor. You’ll experience the difference at Potomac Financial Consultants! Call us to schedule your consultation today.