Thank you for your interest in working with District Financial Planning! We welcome the opportunity to learn and understand your financial needs to sustain your ideal lifestyle and retire comfortably.
We are a full-service financial firm committed to helping people pursue their financial goals. As a CERTIFIED FINANCIAL PLANNER™ operating in a fiduciary capacity, we put our clients' interests first, always.
We offer a wide range of financial products and services to individuals and business owners, which we believe will better enable you:
Below, are three descriptions of typical clients we work with. Although we welcome clients from all walks of life, the following is the list of most common that we work with. If any information resonates with you, please reach out to us for a complimentary initial consultation. We welcome any information you can supply for a comprehensive perspective of your current outlook and goals. From there, Jeff will propose ways you two can work together to address your financial needs. To schedule, please use the red booking widget on the lower right of the screen.
For federal employees, reviewing the various types of employment benefits offered by the federal government can be confusing. At District Financial Planning, we’ll work with you to understand which retirement, financial planning, and investment strategies fit your needs.
Whether your questions are regarding FERS, FEGLI, TSP, CSRS, or any other acronym, we are well versed in your options and are ready to help.
How much do you have in savings and investments? Does your employer offer a pension plan? Do you have long-term care policy ready? In your 40s and 50s, you should be thinking about how well your nest egg fund is ready for success — think through if you have the financial resources to meet your daily retirement needs, in addition to funds for travel, to be with family, and more. At District Financial Planning, Jeff will work with you to sift through the strategies and options available for a comfortable retirement. In general, we ask clients to think through the following items:
Turning 40-50 is a perfect time to start maximizing your benefits and cash reserves for your retirement. Work with Jeff to create a retirement budget, learn how to settle any major expense or debts, adjust your spending and investment strategy, and advice you on how reduce taxes upon retirement.
Congratulations! You’ve successfully retired and settled into your golden years. At this point, you may be shifting from an earning mindset to an investing profile; focused on safeguarding your assets. Learning how to manage your money is a challenge that pays off with a comfortable quality of life, in addition to gaining the potential of leaving wealth behind for your loved ones.
The list is not all-encompassing — it’s meant to help you start thinking about what financial needs you may encounter during your retirement. Everyone is unique and it is recommended you speak with Jeff to ensure all your assets, insurance policies, and more are being covered.
Jeffrey.Settle@lpl.com | 301-563-9700