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.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
It may help your business be better prepared in the event of the death of a principal or key employee.
Purchasing homeowners insurance is critical for protecting your home.
Here's a breakdown of how the federal government spends your tax money.
Four vacation destinations you might never have thought of.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Six overlooked tax deductions to help manage your tax bill.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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.
Use this calculator to better see the potential impact of compound interest on an asset.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Around the country, attitudes about retirement are shifting.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.