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

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.

Should You Tap Retirement Savings to Fund College?

Should You Tap Retirement Savings to Fund College?

Three things to consider before dipping into retirement savings to pay for college.

What to Look for in a Long-Term-Care Policy

What to Look for in a Long-Term-Care Policy

Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.

 

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which is Better?”

What Do Your Taxes Pay For?

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

Put It in a Letter

A letter of instructions provides additional and more personal information regarding your estate.

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.

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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.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Paying Off a Credit Card

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

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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.

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.

Your Cash Flow Statement

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

Tax Management Strategies

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Making Your Tax Bracket Work

Have you explored all of your choices when it comes to managing your taxable income?

Rightsizing for Retirement

What does your home really cost?

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Interest Rates: How Low Can They Go?

The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

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