NPP Financial Planning

Financial Planning

At New Potomac Partners we take the client’s values in to mind as we help them define and then achieve their goals.

Goal Planning

Cash Flow Planning

Investment Planning

Retirement Planning

Education Planning

Tax Planning

Estate Planning

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.