1314 Dale Drive
Silver Spring, MD 20910

Jeffrey Settle, CFP®

301-563-9700

 

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Jeffrey C. Settle, CFP®

Owner of District Financial Planning

301-563-9700

301-263-7172

Jeffrey Settle is a Virginia native spending most of his years in Virginia Beach, VA. He attended Virginia Tech in Blacksburg, VA where he earned his Bachelor’s Degree in Finance and minored in Sociology.

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