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Planning for Your Ideal Retirement

Partnering with You in Your Transition to Retirement

Do you feel confident in your plans for retirement? Or, are you concerned about being able to maintain your lifestyle? We take a macro approach to micro planning, considering your finances from every angle, including how to work toward maximizing your benefits, minimizing taxes and leveraging insurance products and investments to build a future you can look forward to.

Frequently Asked Questions

Whether your retirement goals are centered on exploring the world, cherishing family moments, or pursuing new hobbies or business ventures, we can help you prepare and transition into the retirement you’ve earned.

Financial Advantage Associates can help you navigate key retirement planning and transition questions such as:

  1. How much will I need in retirement? How much should I be contributing to my retirement funds each month?
  2. Is it ok to retire before I pay off my mortgage? Should I focus on saving and investing or paying off debt?
  3. Should I take advantage of my employer’s matching contributions to my 401(k)?
  4. Am I taking on too much risk at this stage in my life?
  5. Can I afford to pay for my child’s education and/or care for my aging parents?

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

Contact Us Today

At the heart of our mission is to prioritize your well-being and that of your family. We are committed to gaining a comprehensive understanding of your unique circumstances, aspirations, and risk preferences. By doing so, we can effectively assist you in achieving your dreams and goals. Take the first step today by reaching out to us.

Get Started on Your Journey

Holistic Planning for Today and Tomorrow


Wealth Management

Retirement Planning


Specialized Audiences

Serving in the DMV area, we specialize in building financial solutions for individuals, families, government employees and non-profit organizations.

Who We Work With

Our Approach

We partner with you to build holistic, personalized financial planning and tailored investment strategies for the life and legacy you want.

Our Approach

Our Team

Financial Advantages Associates is a locally owned family firm. Our financial advisors have deep roots here, serving in our community from our community.

Meet the Team