Strategic Associations

Falls Church, VA

Ascend Planning & Consulting, LLC serves individuals, families, and businesses throughout the United States.
We bring together years of experience in wealth and risk management,
as well as benefit planning for businesses and professional practices.

Norfolk, VA

Capital Financial Group provides insurance, employee benefits, investment and consulting services to a focused group of businesses, business owners and affluent individuals. We take pride knowing that offering these multi-disciplined services in an integrated fashion helps to simplify an often-complex planning process for this select group of businesses and individuals.

Fredricksburg, VA

Our holistic approach at Community Financial Group helps you invest confidently and enjoy your wealth, no matter the stage of life you are in. Whether it’s developing a financial strategy, creating customized strategies for your business needs, implementing a needs-based insurance strategy, or preparing a detailed asset allocation analysis, our mission is simple: to strengthen the fabric of our community by providing innovative, personalized, and practical financial-life strategies.

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.