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.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Suddenly Single: 3 Steps to Take Now
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Knowing your options when a CD matures can help you make a sound investment decision.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Knowing the rules may help you decide when to start benefits.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to assess the potential benefits of a home mortgage deduction.
A presentation about managing money: using it, saving it, and even getting credit.
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
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
Are Real Estate Investment Trusts right for your portfolio?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Recent changes in estate tax laws could affect the strategy you have in place.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Pundits say a lot of things about the markets. Let's see if you can keep up.