1314 Dale Drive
Silver Spring, MD 20910

Jeffrey Settle, CFP®


What Can a Million Dollars Buy You? Perception vs. Reality
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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.

Our Financial Planner in Washington DC

Life In A Box Video

What We Do Video

Do all of your finances fit in one box? They can.

Be confident about your financial future. Let us show you how.

Helpful Content

Creative Ways to Motivate Your Employees

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

Avoiding Cognitive Decline

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

What the New Tax Bill Means for You

What the New Tax Bill Means for You

What does the Tax Reform and Jobs Act mean for you?


Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

Yours, Mine and Ours: Estate Strategies for Second Marriages

Second marriages are a trigger event to revisit any existing estate strategies.

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

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Doubling Your Money

This calculator demonstrates the power of compound interest.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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What Smart Investors Know

Smart investors take the time to separate emotion from fact.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

An Arm and a Leg

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.

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