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Retiring on Your Terms


Your advisors at Potomac Financial Consultants never “set it and forget it” with their approach to your retirement planning. We prepare you and your family for retirement through a financial planning process that includes identifying your goals and creating a personalized strategy to achieve them. Our retirement process looks something like this:

Step 1: We ask the important questions.


  • What does your ideal retirement look like?
  • What do you want to do with your time?
  • How much money will you need each
            month to live comfortably? 

Step 2: We evaluate your current situation and take it all into consideration.

  • Assets and savings
  • Health care costs
  • Social security benefits

Step 3: We update your plan to stay on track!


  • Adjust meeting frequency that aligns with
            your retirement timeline
  • Keep us informed about life events
  • Stay updated on any significant shifts in the
            market

Ready to retire on YOUR terms? Take this short survey to begin today!