Financial Consultation

We offer complimentary consultations

Whether you have a question about your retirement plans, your goals or the investments or you need help navigating a life event New Potomac Partners partners can help you answer those questions with a consultation.

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Educational Insights

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

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Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

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