Contact Information

About My Practice

Bob is an independent financial planner and has been specializing in retirement and estate planning since 1986. Working closely with you, he devotes considerable time to first understand your unique financial concerns, goals and tolerance for risk.   Using this information and after significant analysis, Bob then develops a comprehensive financial plan, unbiased by proprietary product offerings, to meet your individual needs.

Bob has advised over 500 families in the Mid-Atlantic region on $150,000,000 of investments during the last 25 years.  He has advised pre-retirees and retirees from the Federal Government and private industry who share the common goal to protect their principal and ensure that their money lasts throughout their retirement years regardless of its duration. His practice focuses on helping you avoid the most common financial mistakes. Bob is also a well-known financial educator in Northern Virginia and hundreds of retirees have used his tips to cut their taxes by as much as 50%.

Bob is a 1976 graduate of the University of Connecticut and Auburn University where he earned his Master of Science degree in 1981.

We offer all current and retired Federal Employees a complimentary 1 hour consultation. Please call us today at 703-779-7410 to schedule yours.

Offering Advice Since

1986

Areas of Specialty

Comprehensive financial planning
Retirement planning
Investment planning and asset management
Estate planning
Insurance
Long-term and elder care

Licenses, Certifications, Education, and Affiliations

Designations: ChFC, CLU, ChFEBC
Insurance Licenses:  Life & Health
Security Licenses:  7, 24, 63, 65
Other Licenses, Certifications, Designations:   I.A.R.
Education:   Master of Science 

Charges to Clients for Services

Fee for financial planning (initial, hourly, and/or retainer)
Fee based on percentage of assets managed
Commissions on insurance products purchased
Trail feed on mutual funds or insurance policies
Commissions and/or loads for investment products purchased

My Association with the Office or Firm

Owner/Partner

My Broker / Dealer Affiliation

Centaurus Financial, Inc., Member FINRA and SIPC

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