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 Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
However exciting retiring abroad may sound, it deserves considerable planning.
For some, the social impact of investing is just as important as the return, perhaps more important.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help you estimate how much you should be saving for college.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This questionnaire will help determine your tolerance for investment risk.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
Understanding the cycle of investing may help you avoid easy pitfalls.
What if instead of buying that home, you invested that money?
Even low inflation rates can pose a threat to investment returns.
With alternative investments, it’s critical to sort through the complexity.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.