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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 tried and true financial planning process that includes identifying your goals and creating a personalized strategy to achieve them. We’ll walk with your family through this process; answering all your questions and helping you feel prepared for your transition into retirement with confidence.


The process of retirement planning doesn’t have to be scary and overwhelming. In fact, it looks something like this:

Step One: We ask the important questions.

As you're looking into the future, what does your ideal retirement look like?

What do you want to do with your time?

What would you like to accomplish?

How much money will you need each month to live comfortably?

Step Two: We evaluate your current situation and take the following into consideration.

Assets and savings

How much you’re putting aside for retirement each month

Health care costs

Social security benefits

What adjustments need to be made

Step Three: 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

It doesn’t stop there! We’ll stay by your side throughout your years of retirement. Significant life changes during this time may necessitate a change of approach or a different income planning strategy. Our team is available to you throughout your transition and beyond.

This process leaves you feeling more comfortable about retirement in general. Are you ready to get started on a retirement plan so you can retire on your terms? Schedule a consultation today.