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

Do You Feel Lucky?

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

What Do Your Taxes Pay For?

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Trends in Charitable Giving

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

 

Should You Choose a Fixed or Variable?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

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Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Should I Buy or Lease an Auto?

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

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Capital Gains Tax Estimator

Use this calculator to estimate your income tax liability, along with average and marginal tax rates.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

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An Inside Look at Retirement Living

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

Protecting Those Who Matter Most

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Principles of Preserving Wealth

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

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Acres of Diamonds

In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

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