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.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
To choose a plan, it’s important to ask yourself four key questions.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
It sounds simple, but paying yourself first can really pay off.
At what point can you call a personal vehicle commercial?
Understanding how a stock works is key to understanding your investments.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how long your retirement savings may last using various monthly cash flow rates.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
What does your home really cost?
There’s an alarming difference between perception and reality for current and future retirees.
Agent Jane Bond is on the case, infiltrating the world of bonds.