Inspiring people to achieve their life’s ambitions
Services At
The Bethesda Group
With more than 25 years of experience helping clients in times of financial transition, we offer a large range of services that can be scaled up or down. Our professional designations include CFP®, ChFC®, CLU®, CDFA® and JD. And in addition to the nationwide team of financial professionals and investment managers at The Bethesda Group we also have an extensive network of accountants, attorneys, mediators and other professionals to assist you at every turn.
Comprehensive Financial Planning
Comprehensive financial planning considers every aspect of your financial life from your income, to your budget, to paying off debt, to managing your financial risks using insurance, to asset management, to tax mitigation, to estate planning and more.
Wealth Management
Comprehensive wealth management includes invested assets as well as other strategies as part of your well-rounded financial plan. We work with individuals, couples and families to manage their wealth through the generations, starting with your unique goals and objectives.
Retirement Planning
Starting your retirement plan early can give you the best chance to retire and stay retired living your desired lifestyle. We help with Social Security planning, Medicare choices, tax-efficient distribution planning and much more, and we stay by your side for life.
Insurance Planning
Having adequate protection to protect you and your family from potential risks is an important part of your financial plan. We will help ensure that your plan provides for dependents in case of death, replaces your earning power if disabled, and much more.
Tax Planning
We help you manage both federal income taxes and state income taxes working with your CPA or tax professional, and can be involved with projecting your federal and state income taxes. We also analyze how your investment choices affect your income taxes.
Estate Planning
If you have a family and/or assets, you need an estate plan. Wealth.com provides a flexible and personalized approach to estate planning, allowing our team to tailor each plan to meet your unique needs. Wealth.com equips us with the tools to guide you every step of the way.
Divorce Planning
We help provide clarity for the difficult decisions you face before, during and after your divorce. Trained in mediation and collaboration, we can help you understand your options, gather the documentation you need and address other emotional and financial matters.
Developing Your Personal Financial Plan
Your Personal Financial Plan will help provide both the strategy and the discipline to answer these key money questions:
- Where do I go to see everything financially that relates to myself and my family?
- How much money will I need to meet my objectives?
- How do I evaluate the different types of risks that affect my investments?
- What adjustments do I need to make to stay on track?
- How can I assess the impact of a major financial decision…before I make it?
Life Transitions
We Can Help You With
Getting Ready to Retire Loss of a Spouse New Child or Grandchild Inheriting Money Going Through a Divorce
Making decisions during life transitions can be complex, and emotions can run high. When transitions happen in your life, money comes into play, which can compound confusion about what to do next. We understand the issues that might impact you financially and emotionally, and pledge to help you navigate through important life events. We promise to work closely by your side every step of the way because your concerns are our number one priority.
The Advisory Process
At The Bethesda Group
- We Listen to Your Concerns and Objectives
- Analyze Your Personal Situation
- Propose Realistic Financial Solutions
- Serve You As Your Needs Change
Our Approach
The wealth advisors at The Bethesda Group work with clients at every stage of life, and our advisory process is designed to be ongoing as your life changes. As you transition into new phases of life, different financial priorities often move to the forefront. That’s why no financial plan is set in stone, and our advisory process helps us refine and hone your plan throughout the decades.
Resources
As part of our core values, The Bethesda Group believes in improving financial literacy for all, and we believe you should be an active participant in your own financial success. Browse the resource library here—we invite you to read, watch, download, and learn about the basics of finance and retirement. And remember, please feel free to reach out if you need any help with a life transition!
