Potomac Financial Group

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About Potomac Financial Group

*Luck Is Not A Retirement Strategy... Careful Planning Is.* The biggest financial challenge facing retirees is figuring out how to make a retirement nest egg last as long as they do. The problem is â€" most Americans don’t have a plan to make that happen, especially with the uncertainties of market volatility, inflation, longevity and health care costs. At Potomac Financial, we focus on two things: 1)  *Asset Management*: Managing investment assets in a way that optimizes your chance to have your money last a lifetime. 2)  *Retirement Income Planning*: Our 5 Bucket Retirement Strategy offers clients a plan for sustainable lifetime income. Call to schedule a one hour free consultation with one of the Washington area's most experienced financial planners, James P. Ruth, CFP ®, a nationally acclaimed author and speaker on retirement and investment planning. Registered Representative of and Securities advisory services offered through *INVEST Financial Corporation*, member FINRA/SIPC, a Federally registered investment advisor. INVEST is not affiliated with Potomac Financial Group.

 

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Senior Housing

Aging in Place

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Recent Jobs

Senior Housing

Aging in Place

Money & Legal

Decision Making

 

Recent Jobs

Senior Housing

Aging in Place

Money & Legal

Decision Making

 

Recent Jobs

Senior Housing

Aging in Place

Money & Legal

Decision Making

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