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Financial Planning and Wealth Management Solutions2 • Potomac Financial GroupAchieving your vision is our passion. Potomac Financial Group • 3 Every great partnership is built upon honesty and integrity. e foundation of our commitment lies in taking personal accountability and gaining unequivocal trust with our clients. We understand that planning for the future can be complex and stressful. Whether advising on everyday spending, retirement planning, investments, insurance, college savings or any other financial need, we’re committed to providing you with the confidence and knowledge needed to be prepared for life’s uncertainties. Our Mission To provide our clients and families with a high level of care and personalized solutions to help them achieve financial freedom and confidence.One passion. Helping you find financial independence. 4 • Potomac Financial GroupA personal, care-based financial approach tailored to your needs. You have goals and dreams, but along your journey, life happens. at’s where we help. Remaining by your side providing personal solutions tailored to whatever life brings your way. With over 45 years of experience helping clients achieve their financial independence, we understand the importance of developing a plan that precisely fits you and your family. Our time-tested approach includes getting to know you and your goals and dreams first, and then we’ll carefully craft a plan to help you get there. Even with our established process, we understand that no two situations are exactly alike and all our clients have very different needs that require a customized approach. Our planning starts only after we have a firm understanding of your circumstances and needs, tolerance for risk and dreams for the future. Instead of working with a single advisor, we offer the care and experience of our entire team. Our financial planning and wealth management approach encourages continual collaboration – with you, your other professional advisors (CPA, attorney, etc.) and amongst the PFG team – to help ensure every need is addressed and every opportunity explored. We are committed to empowering you to find your freedom and enjoy all life’s moments with the confidence that you’re well cared for. Potomac Financial Group • 56 • Potomac Financial Group A plan for every step of the journey.In between life’s moments of happiness and joy, there are complex financial decisions that need to be made that will ultimately impact your vision of tomorrow. Knowing that we’ve left no stone unturned when it comes to your financial well-being, you’ll have the confidence that you are well prepared for life’s uncertainties. We understand that financial planning can be complicated and stressful. Freedom 7 , our collective suite of specialized services, is designed to methodically understand, establish and help preserve your path to financial freedom. Riskalyze © and Everplans are independent third party service providers and are not affiliated with Raymond James. Planning for your financial today and tomorrow. Financial Inventory Personal Net Worth and Budget Summaries Goal Planning and Monitoring (GPM) Riskalyze © Investment Policy Statement (IPS) e PFG Planning Dashboard Everplans Potomac Financial Group • 7Protecting your dreams of tomorrow. 8 • Potomac Financial GroupWe’ve been helping clients create an achievable path to the retirement of their dreams for over 45 years. Our time tested approach is simple, straightforward and will help you get where you want to be. Planning for retirement has never been more important or challenging than in today’s continually changing environment. Whether your retirement is still a remote goal, fast approaching or already here, we can help you map a comprehensive, thoughtful strategy for your future well-being. One of the biggest concerns we hear from clients approaching retirement is regarding income planning. We hear the frequent concern that clients are worried about running out of money. We’ve become experts at working with clients to maximize their investments and plan for long-term income. We pride ourselves in working side-by-side with our clients, planning today with a keen eye on accomplishing their retirement dreams of tomorrow. No matter what stage you’re in – early in your career, actively contemplating retirement or already retired – we’re here to help. Retirement Planning Potomac Financial Group • 9Next >