You Deserve Your Own Financial Strategy
New Potomac Partners(NPP) is an independent boutique firm located in the heart of Bethesda, Maryland. We offer our clients a level of service above what is typically seen at larger firms. This includes access to your portfolio manager, customized client reporting and high-end technology capabilities. At NPP all of our clients are important to us, and we enjoy working with them to meet their goals.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
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The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
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Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.
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