Understanding Today’s Financial Environment
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.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
A few strategies that may help you prepare for the cost of higher education.
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.
There are ways to improve your physical fitness without denting your fiscal fitness.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the total cost in today's dollars of various mortgage alternatives.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
There are hundreds of ETFs available. Should you invest in them?
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
Understanding the cycle of investing may help you avoid easy pitfalls.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.