WHAT IS YOUR UNIQUE FORMULA™?
At Potomac Wealth Advisors, LLC, we realize everyone’s situation is unique. Whether it is an investors accumulated assets, target rate of return, comfort level with equities, or the amount of income needed at retirement, every person’s situation is unique. Therefore, we have created a process and a formula that calculates how much you need to have for the lifestyle you desire. CONTACT US TODAY
Determining Your Unique Formula™ can be a supplement to our ongoing asset management relationship or as a part of your Deliberate Future Blueprint™. In either case, we have seen the dramatic results a written strategy can make when planning for the future.
Freedom to Choose
Freedom to ChooseBecause we are independent financial advisors, we are able to provide a wide selection of investment choices and we work closely with you to find solutions that fit your needs.
Retirement Plans
With a variety of tax-favored vehicles to select, we can provide guidance as to which program is suitable. Some plans available to investors include:
- 401(k) Plans
- Profit Sharing Plans
- Roth 401(k)
- Simple IRAs
- SEP IRAs
- IRA Rollovers
- Roth IRAs
- Defined Benefit Plans
Important Articles
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