"Financial Planner in Washington DC"

1201 East-West Hwy
Suite 344
Silver Spring, MD 20910

Jeffrey Settle, CFP®

301-563-9700

 
Raise Your Retirement Income Women and Retirement What Can a Million Dollars Buy You? Your DNA Test

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.


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

Best Performing Asset Classes

Best Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

Buying vs. Leasing a Car

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

Crowdfunding—Capital for the 21st Century

Crowdfunding—Capital for the 21st Century

Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.

 

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Countdown to College

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

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving—or dragging—the economy.

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Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Capital Gains Tax Estimator

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

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Doubling Your Money

This calculator demonstrates the power of compound interest.

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Principles of Preserving Wealth

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

5 Smart Investing Strategies

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Principles

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

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Making Your Tax Bracket Work

Have you explored all of your choices when it comes to managing your taxable income?

Emerging Market Opportunities

What are your options for investing in emerging markets?

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

The Good Ship IPO

The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.

Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

Women and Retirement

Women are great at multi-tasking. But many drop the ball when preparing for retirement.

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