Potomac Financial Advisors provides objective, comprehensive financial planning for individuals and families. We provide a full range of financial planning services, from short-term budgeting to long-term savings and investing goals. We can help you budget your money and track your expenditures so you can see where your money is going. We work with you to build a solid portfolio of investments so you can maintain your lifestyle after you retire.

Our Approach:

• We begin by gaining a thorough understanding of your short and long-term financial, family, and lifestyle goals.
• Then we gather applicable financial data and analyze alternative strategies that will allow you to attain your goals.
• A PFA Advisor will develop a tailored, step-by-step financial plan for you and your family and review it thoroughly with you. 
• We assist you in implementing a financial plan, which may include establishing a cash budget and tacking your spending.
• We will also help you purchase securities, including stocks, mutual funds, bonds, treasury securities, or other investments; contribute to retirement or savings accounts; obtain appropriate insurance for you needs; create and estate plan for you and your family; and assist you with evaluating real estate purchases.

While our financial planning services are comprehensive, they are also flexible and are based on your specific needs.  Your financial plan may include some or all of the following:

• Budgeting
• Cash flow management
• Investment review
• Income tax planning
• Insurance analysis
• Tuition planning
• Retirement planning
• Estate planning

Insurance and Risk Management:

Preventing losses from adverse events with the right insurance is a key component of a healthy Wealth Management strategy.  PFA can analyze your risks and find the right policies to manage risk and mitigate losses.  We will work with you to identify your risks and insure against losses with a reliable insurance carrier.  Having the right insurance can protect you and your family from adverse incidents.  We can also assist you and your family with filing insurance claims.

PFA can advise you on many types of insurance and risk management vehicles, including:

• Health Insurance
• Disability Insurance
• Life Insurance and Annuities
• Property Insurance
• Liability Insurance
• Business Insurance  

For more information on our services or to speak with an advisor, please call 1-800-520-6998 or e-mail js@potomac-financial.com