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4061 Powder Mill Road, Suite 705 • Calverton, MD 20705 • Phone: 301.595.8600 • Toll Free: 877.595.8605

It’s been so exciting to see our hometown team, the Washington Nationals, playing so well in their first World Series appearance since 1933!  What an amazing turnaround story this has been for the Nats after their dismal start to the season. And, I absolutely love their motto for the season, “Stay in the fight”, speaking to their underdog spirit that they’ve carried with them all season.  They’re a fun team to root for and we’re hoping they continue to play well and “Finish the fight!” 

Another reason why we’re so excited around here is we just released a new informative video featuring Freedom7. If you’ve already heard all the buzz…I know, I know, we’re just very excited! The video highlights all the steps in PFG’s comprehensive financial planning process, Freedom7. Plus, we’re finally able to see our PFG heron in flight! 

We’re not only proud of the image it portrays, we also think it’s a great way to learn about PFG and Freedom7 in just under two minutes. Let’s face it, with as busy as we all are, watching a quick overview of Freedom7 provides an easy-to-digest and manageable way to begin learning about what’s a very involved, multi-step approach to financial planning. It’s also a great, quick video to send to family members or friends if you think we can be of assistance.   

We’ve wrapped-up featuring each step of the Freedom7 financial planning process in The Heron over the last few months, and the video makes the perfect ending. We also want our current clients to know that as we incorporate the Freedom7 tools into our comprehensive financial planning process, we are not charging any additional fees to our current clients to go through the Freedom7 process. Now’s your chance to catch up if you haven’t had a chance to read about all the Freedom7 steps previously.

We look forward to introducing you to Freedom7 at our next meeting. 

Todd M. Wike, CFP®
CERTIFIED FINANCIAL PLANNER™
Managing Partner, Potomac Financial Group
2018 RJFS Chairman’s Council Member*

 

The information contained in this material does not purport to be a complete description of the securities, markets, or developments referred to in this material. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Any opinions are those of Todd Wike and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. There is no guarantee that these statements, opinions or forecasts provided herein will prove to be correct. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Keep in mind that individuals cannot invest directly in any index, and index performance does not include transaction costs or other fees, which will affect actual investment performance. Individual investor’s results will vary. Past performance does not guarantee future results. Future investment performance cannot be guaranteed, investment yields will fluctuate with market conditions. Raymond James is not affiliated with and does not endorse the services or opinions of the various podcasts or applications discussed in this material. Chairman’s Council Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisors future performance. No fee is paid in exchange for this award/rating. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®,CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.