Retirement Planning Tools

Articles and Resources to help you prepare.

Retirement Planning Library

Blog

New Office Location

New Office Location

Come visit us at our new Winchester, VA location at 49 South Loudoun Street. Old Town Walking Mall.    To get to our office please GPS (22 Wolfe Street Winchester, VA). This will lead you to the Winchester Parking Authority Hable Parking Lot. When visiting please...

read more
Middleburg Life

Middleburg Life

Are Women The New Face of Wealth in 2021? Virginia-Based Financial Experts Weigh In On A Booming Trend.  Thank you Middleburg Life for the Feature! We couldn’t be more excited to talk about women and investing and appreciate the opportunity to add our perspective....

read more

Events

Client Appreciation Event(s)

Client Appreciation Event(s)

We love our community of clients!  Sadly, our annual company events and in-person workshops are on hold as we monitor the COVID-19 situation.Throughout the year we will hold a variety of events, and unless otherwise specified, these are purely social. We will keep you...

read more
Toys for Tots

Toys for Tots

This Christmas give the gift of hope to a local area child in need with U.S. Marine Corps Reserve Toys for Tots holiday campaign.  We are excited to continue our annual sponsorship as an Official Toy Drop Collection Site. We will be collecting new, unwrapped toys for...

read more

OUR BOOK

On Investing Well: The Elements of Good Investing by Chris Merchant, CFP®

The United States is entering an Era of Personal Responsibility. Gone are the days when you could work for the same company for forty years and retire with a generous pension. In this new system, you bear most of the burden for saving for a college education, health care, and retirement. If you want to survive and thrive, it is up to you to make it happen. No one else is going to do it for you.

Our education system does not teach us how to invest well, and most of the available material on investing is unhelpful, inaccurate, or confusing.

In this break-out book on financial planning, award-winning CERTIFIED FINANCIAL PLANNER™ and Behavioral Financial Advisor™ Chris Merchant provides the reader with an approach that simplifies the process of investing well.