You’ve built a successful family business. Now for the hard part: keeping it that way. Learn how family business succession planning can help secure your legacy—if you start now, not
Protect and Grow
Your Business and
At Potomac Financial Services, our goal is to help business owners protect and grow their business and family wealth. Since 1985, we have been overseeing our clients’ insurance and financial affairs, from commercial to personal, so they can focus on what’s important to them: Running their business.
We help our clients select the best investment management approach for their private wealth with the least amount of risk. We focus on capital preservation and growth consistent with financial plans. This approach includes personal retirement planning, risk management, family education funding, financial protection planning and assisting the business owner with company-sponsored retirement ang group-health plans. We unite insurance and financial planning so our clients know their business and personal wealth are taken care of in one place.
Create the future you want for your business and your family. We are committed to capital preservation and growth consistent with your financial plan.
We have a proven, risk-managed investment program. Conservative, wealth preserving strategies guided by decades of research.
From business continuity planning to safeguarding your family’s wealth, rest easy knowing your business and your family are protected.
Business Executive Advice
We provide commercial insurance reviews, company-sponsored retirement plans, tax-advantaged strategies, and business reviews. We are here to serve your specific needs as a business owner.
Total Wealth Management
Personal Wealth Management
Business Wealth Management
As a business owner looking for a financial advisor in Alexandria or the Metro D.C. area, you have many to choose from. How do you know who is the best choice for you? Not every financial advisor will have the level of sophistication and expertise you require. Many financial advisors do not specialize in helping business owners and executives and don’t understand your pressures or the need to focus on finding synergies and tax savings.
In an ideal world, find a firm that specializes in working with business owners. It’s also important to find a firm with decades of experience, so they have proven their ability to help clients navigate different market cycles.
When you’re a small business owner, it’s easy to think that adding a retirement plan or a health plan will simply mean added costs and headaches for you. But have
As an experienced business owner, you know how to make things happen. Where others see obstacles, you see challenges and opportunities. So who is better qualified than you to manage