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.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Five phases to changing unhealthy behaviors.
Bonds may outperform stocks one year only to have stocks rebound the next.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Can you keep up with your children’s mobile slang?
The true cost of raising a child may be far more than you expect.
Estimate the total cost in today's dollars of various mortgage alternatives.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Recent changes in estate tax laws could affect the strategy you have in place.
Smart investors take the time to separate emotion from fact.
$1 million in a diversified portfolio could help finance part of your retirement.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
What are your options for investing in emerging markets?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.