We are here to help you gain a better understanding of the key concepts and areas of developing a financial plan to help achieve your goals. We believe in a consultative approach to offering strategies, solutions and products to fit your unique situation and objectives. We are committed to building a trusted advisor relationship with thoughtful professional guidance focused on your financial well-being.
Financial Directors, located in Ashburn, Virginia is a wholly owned agency of Lincoln Investment and serves the greater Washington DC area as well as clients throughout the United States. We are a full service financial planning and consulting firm with over 299 million dollars in assets under management whose representatives assist individuals and small businesses. For more than 30 years we have been working in the educational field helping our clients with their retirement savings plans. Growing over time, we expanded through Lincoln Investment and our strategic investment partners to offer a full range of financial products, solutions and services to help our clients with their financial goals and objectives.
Manassas Park City Schools
Prince Georges County Schools
We work with our clients to design and implement a variety of investment strategies. Our management includes: buying and selling investments, managing portfolio allocations and considering tax implications. Investment programs range from separately managed portfolios of stocks, bonds and ETFs to mutual funds, and access to quality third-party investment managers.
The amount you will need in retirement depends on several things such as the age you plan to retire, your desired retirement lifestyle, life expectancy and other needs or goals. Let us help organize all these factors while helping ensure you maximize your retirement income.
A well-developed estate transfer strategy can minimize tax liability and ensure loved ones are protected. We will work with you and your other advisors to evaluate the impact of state and federal taxes on your estate. From there, we will recommend strategies while being mindful to the impact of taxes on meeting your wishes, personal philosophies and family needs.
There are numerous financial strategies that can help you protect your financial future, shield your business and personal assets from liabilities, and safeguard asset transfer to children and grandchildren. We can help you figure out what the right course of action is for your specific situation and objectives.
Financial planning is a process that explores all aspects of a client’s financial goals, priorities and well-being. It entails a comprehensive analysis that produces a detailed set of goal-based recommendations that will give the client a clear path to achieving those desired outcomes.
This part of the financial planning process explores the specific objective of school and college planning. It entails a comprehensive analysis that produces a detailed set of goal-based recommendations. This will give the client a clear path to achieving those desired goals for educational planning for their children.
We are a client focused financial planning based consultants that strive to understand your unique needs and objectives. Our commitment is to help develop a comprehensive strategy to address your goals and objectives.
Every financial situation is unique, which is why it is vitally important to find out as much as possible about you and your objectives. The more we know, the more precise the recommendations and ultimately, the better the results.
We will work with you to identify and prioritize your objectives. We will take the time to understand your hopes and dreams and get to know the people in your life that matter most to you.
Using our consultative process, we will develop a detailed strategy to help you achieve your goals. Based on our conversations and analysis, we can illustrate the steps that it will take to help you achieve your financial goals.
Once we have a full understanding of your situation, goals and objectives, we will utilize our research and planning resources to present action items that will help you achieve your goals.
Once we agree on a plan, we will implement your strategy and work closely with you and your other advisors to ensure its success.
A host of financial tools to assist you.
Educate yourself on a variety of financial topics.
These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts.
Timely newsletters to help you stay current.
Financial terms from A to Z.
These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts.