About Our Washington DC Financial Planner
Welcome, I’m Jeffrey Settle, a financial planner serving the greater Washington DC metro area. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call 301-563-9700.
Do all of your finances fit in one box? They can.
Be confident about your financial future. Let us show you how.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
As our nation ages, many Americans are turning their attention to caring for aging parents.
An increasing number have been developed to help individuals with their personal finances.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Here are six flags that may make your tax return prime for an IRS audit.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much income may be needed at retirement to maintain your standard of living.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
There are things you can do to keep yourself safe when you lose your wallet.
Estate conservation is too important to put off. Do you have a smart exit strategy?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
What if instead of buying that home, you invested that money?
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.