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Our Qualifications

We are an independent financial planning firm and have been specializing in retirement and estate planning since 1986. Working closely with you, we devote considerable time to first understand your unique financial concerns, goals and tolerance for risk.   Using this information and after significant analysis, we then develop a comprehensive financial plan, unbiased by proprietary product offerings, to meet your individual needs.

We have advised pre-retirees and retirees from the Federal Government and private industry who share the common goal of preserving their principal so that money lasts throughout their retirement years regardless of its duration. We focus on helping you avoid the most common financial mistakes.

Our senior advisor Bob Davidson is a 1976 graduate of the University of Connecticut and Auburn University where he earned his Master of Science degree in 1981. He earned his Chartered Financial Consultant and Chartered Life Underwriter designations from the American College in 1988. Bob is also a well-known financial educator in Northern Virginia and hundreds of retirees have used his help and advice to develop their personal financial plan and lead them into retirement.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

We aim to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to help you work toward a more secure financial future.

We’re looking forward to using our knowledge and experience to help you pursue your financial goals and dreams.