Palladium Wealth Management

703-754-2686

LPL Financial 2014 Outlook The Facts About Income Tax Women and Retirement Ready for Retirement?
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What do we do?

  • We provide individualized advice and services to help affluent individuals and small business owners plan for the future, manage risk, work to accumulate & preserve personal wealth, retire comfortably and create wonderful legacies.
  • With 2 distinct practice sections and an experienced team of specialists, we complement investment management services with income and estate tax planning, insurance analysis, Roth IRA conversions, tax loss harvesting and other creative financial strategies.

What makes us different?

  • Independence with reach - Unlike many advisors, who follow the direction of large banks, brokerage firms or insurance companies, we are guided by our own values, principles and professional judgement, yet we have direct access to world renowned experts, software tools, research departments and product sponsors. Client needs alone drive our decisions.
  • Commonality - and diversity - of interests - We share many goals, wishes and concerns with our clients.

Why should we be working for you?

  • Plain and simple.....WE CARE!
    ... enough to attain professional credentials and technical specialization.
    ... enough to be independent.
    ... enough to have among the top financial tools, products and professionals.
    ... enough to keep costs down without sacrificing quality.
    ... enough to communicate regularly and know our clients through and through.
    ... enough to help prevent clients from making herd-mentality mistakes that are prevalent in uncertain times.
    ... enough to earn and keep the trust of our clients - we serve multiple generations for most of our clients.

We are a branch office of LPL Financial, America's largest independent broker/dealer, as reported by Financial Planning magazine, June 1996-2012, based on total revenue. We are proud of the confidence that current clients have placed in us, and are happy to provide professional references.

We are accepting new clients with investable assets of $250,000 and above. Please contact us for a FREE initial consultation.

We welcome you to click the links below to explore ALL the special features associated with Palladium Wealth Management:

 

 

Helpful Content

Insuring Your Business With a Buy/Sell Agreement

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

A Brief History of Estate Taxes

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

What's So Great About a Rollover?

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

 

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

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Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Suddenly Single: 3 Steps to Take Now

Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.

The Business Cycle

How will you weather the ups and downs of the business cycle?

The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

What to Do When You Lose Your Wallet

There are things you can do to keep yourself safe when you lose your wallet.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

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