Broker Check

 

“ I look to the future because that’s where
I’m going to spend the rest of my life.”

— George Burns

 

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8300 Boone Blvd. 
Suite 500
Vienna, Va. 22182
(703) 289-5044 info@plumtreefinancial.com

Our Products and Services

Strategies for Individuals

Financial Planning

  • Personalized recommendations
  • Experience WealthVisionSM – see a demo of our planning process
  • Life in a Box’ – see our new celebrity video
  • Comprehensive Financial Planning
  • Wealth Management
  • Retirement Planning
  • Divorce Settlement Analysis
  • Net Worth Analysis
  • Cash Flow Analysis
  • Insurance Planning
  • Roth Conversion
  • Estate Planning, Wealth Transfer
  • College Planning

Investment Products and Services

  • IRAs, Rollovers, Joint, Individual, Trusts, Roth, 401(k)s, etc.
  • Education Planning
  • Comprehensive Asset Management
  • Separately Managed Accounts
  • Mutual Funds
  • Fixed and Variable retirement income annuities
  • ETFs
  • Individual stocks and bonds
  • Municipal bonds
  • Domestic and foreign securities
  • Alternative investments
  • Trust Services*
  • Defined Benefit Plans
  • Deferred Compensation

Insurance

  • Comprehensive Insurance Planning
  • Policy Reviews
  • Life insurance: Term, Universal Life, Variable Life, Whole Life
  • Disability Income
  • Long-Term-Care insurance
  • Group Long-Term-Care
  • Key-Man Insurance
  • Second-to-Die
  • Buy/Sell

Strategies for Companies and Organizations

Financial Planning

  • Retirement plan selection and review
  • Business Succession
  • Business Continuity
  • Stock Option Planning and Cashless exercise

Investment Products and Services

  • Company Sponsored Retirement Plans
  • Retirement Savings Plans
  • 401(k), 403(b), 457, Solo(k)
  • Profit-Sharing Plans
  • Defined-Benefit Plans
  • Deferred Compensation

Insurance

  • Policy Reviews
  • Life Insurance
  • COLI – Company Owned Life Insurance
  • Disability Income
  • Group Long-Term-Care
  • Key Man
  • Buy/Sell

*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.