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Safe Harbor
Financial Plan
Integration and Direction for Peace of Mind
Direction for Life

Enter into retirement with confidence. Know what
your income could look like for life, how you'll fare if
you have a long term care event and how your
loved ones will be taken care of.

We'll show you how your finances can overcome
the biggest challenge of all:

Meeting your goals and needs for life.

Fully Integrated Solution

Retirement Planning Alexandria VA - Financial & Investment Advisors Virginia


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    Income
    Income
    A complete understanding of all income sources including amounts and time of arrival
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    Investments
    Investments
    A bird’s eye view of your finances to determine how they will meet your goals
  • What If?
    What If?
    Long term care, market downturns, tax changes can all impact your financial wellbeing. We’ll test to make sure you know the potential impact.
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    HealthCare
    HealthCare
    Medicare, Prescriptions and Long Term Care must all be factored to make sure you get the most that life offers
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    Social Security
    Social Security
    Get the most from your tax dollars by knowing when to file, the tax impact and how to maximize survivor benefits
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    Legacy
    Legacy
    Ensure your wealth is passed to your loved ones quickly and efficiently by reviewing ownership, beneficiaries and transfer strategies
Professional Guidance

With over 25 years experience, we understand that finances never function on a straight line. We take time to speak with you in person or virtually to answer your questions and build a solution tailored to you. Let our licensed and certified professionals help you.

Cost Effective Solutions

By analyzing your finances from a comprehensive viewpoint we can identify areas that you may save money. It may come from tax savings, lower investment fees, risk transfer or other opportunities. Our aim is to return your fee by 10x using our time proven strategies.

Time Sensitive Process

  • 1
    Complete Safe Harbor Planner
  •  
  • 2
    Upload Necessary Documents
  •  
  • 3
    Review Safe Harbor Plan
  •  
  • 4
    Discuss Investment Strategy
Fiduciary Focus

As a fiduciary we take an oath to serve your interests as our client before our own. That means no revenue sharing, back door payments or financial kickbacks. We only receive compensation from you thereby aligning your interests intimately with our own.

Westbourne Investments: Retirement Investment Advisors, Alexandria VA