Financial Planning Group Inc

Financial Planning Consultants, Accounting Services, Annuities & Retirement Insurance Plans

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Categories: Financial Planning Consultants, Accounting Services, Annuities & Retirement Insurance Plans, Bookkeeping, Financial Planners, Financial Services, Financing Consultants, Investment Advisory Service, Investment Management, Mutual Funds, Retirement Planning Services, Tax Return Preparation, Taxes-Consultants & Representatives

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Phone: (703) 538-2116

Address: 510 N Washington St, Falls Church, VA 22046

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Financial Planning Group Inc

Tax Planning
Since cash flow is central to financial planning – and your financial confidence is related to how your cash flow feels, we help you analyze your income and expenses. Taxes have a direct impact on cash flow, so we work with you on tax planning, and we collaborate with your CPA at tax time. Our services include...
Tax Services
Roth IRA

Investment Management
Steve joined the Advisors Financial team in 2009. As the leader of the Investment Committee, he is responsible for the firm’s investment research and portfolio management functions. He also manages the implementation and maintenance of the firm’s internal portfolio management systems and oversees all trading and account administration.
Mutual Funds
Wealth Management
At Advisors Financial, our services go well beyond basic wealth management. We know that your life is about more than money, and we structure your entire financial strategy around your most important life goals. With our integrated approach and our educational, flexible planning process, we develop a holistic strategy that incorporates all aspects of your financial life and adapts to your unique and changing circumstances.

Accounting Services
Cash Flow Analysis

Financial Planning
Advisors Financial was founded in 1985 when financial planning was a new specialty. The mission of our firm has never changed: to provide full-service financial planning through education and collaboration, with candid independent advice based on each client’s unique circumstances. Put more simply, our goal is to use our skills to give you the freedom to live your life without worrying if you are on the right path, financially. It’s about more than money!
Retirement Planning
This interactive, comprehensive webinar will discuss the importance of developing an income strategy to address today’s retirement planning realities. We will explore the top five income risks faced by individuals in retirement: longevity, market volatility, inflation, rising taxes, and health care expenses. In addition, we will review the importance of asset allocation and investment strategies that can help generate and sustain income throughout the retirement years.
Annuities
Long Term Care
All the investment planning in the world isn’t much good if you don’t have appropriate insurance coverage to protect you against various losses. We will review all areas of insurance coverage. We are licensed to sell life, disability, and long-term care insurance when needed. An insurance review includes...
Asset Management
Joe’s particular areas of focus are tax strategies and asset allocation for each client’s unique situation. Joe also serves as AFI’s Chief Compliance Officer.
College Funding
One of our strengths is the way we focus on your whole family. Planning for college funding, providing advice to your adult children, and helping your aging parents sort out financial questions are all ways in which we address the needs of your family.

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