| Company: | Financial Advantage Associates |
| Contact: | Wes Battle |
| Address: | 2101 Gaither Rd, Suite 600 |
| City: | Rockville |
| State: | MD |
| Zip: | 20850 |
| Phone: | 301-200-9277 |
| Fax: | -- |
| Email: | wes@finadvinc.com |
| Website: | https://www.finadvinc.com/ |
About My Practice
o There are over 2mil Feds in the federal retirement systems and all of you have decisions to make in regards to retirement planning. We do our part in providing advice in a truly conflict free environment to help you pursue the retirement you deserve.
o Many people "advise" the Federal Work force either in a content compacity, some very detailed almost encyclopedic, others – shock and awe, neither really doing the work with you. We offer a different perspective; we bring the educational side and pair that with the actual, in the trenches, real life planning needed for a successful Federal Retirement.
o Our process has been designed to bring a 360-degree view of your Federal Benefit/ Retirement picture and offer solutions to help you maximize your lifetime income and minimize your lifetime tax bill.
Offering Advice Since
2008
Areas of Specialty
Comprehensive financial planning
Retirement planning
Investment planning and asset management
Estate planning
Insurance
Long-term and elder care
Budgeting and cash management
Licenses, Certifications, Education, and Affiliations
Designations: CFP®, ChFEBC, AIF
Insurance Licenses: Life & Health
Security Registration: 7, 66, 9 & 10
Education: Dual Major of Business Adminstration and Economics
Associations & Affiliations: FPA of Maryland
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
My Association with the Office or Firm
Independent Contractor
My Broker / Dealer Affiliation
Registered Representative offering securities through Cetera.
Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.
This site is published for residents of the United States only. Financial Professionals of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com.