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

From the Desk of Todd Wike

From the Desk of Todd Wike

We’ve been so excited around here celebrating the Washington Nationals winning the 2019 World Series title. Their motto for the season, “Stay in the fight,” certainly summed up the entire World Series run down to the very end. We are definitely grateful for the...
How to Quarterback a Family Huddle

How to Quarterback a Family Huddle

When it comes to financial matters, it’s common for family members to have different visions, ideas and values, which can sometimes lead to breakdowns in trust and communication. As you gather with family for the holidays, consider having a frank, open discussion – a...
The Gift of Appreciated Stock

The Gift of Appreciated Stock

It happens every year, doesn’t it? Summer comes to a close, we watch a few football games and then – before we know it – we find ourselves knee-deep in wrapping paper and know the holiday season is officially upon us. It’s a time for family and food, and for many of...
Be Safe Online

Be Safe Online

In today’s age of online shopping, online banking, and email databases, it’s more important than ever to be safe online. The IRS shares some of their top tips on how to protect your data:Update Your Security Software – Most computers come with a built-in security...
PFG Team Spotlight

PFG Team Spotlight

Caring by nature and with a love for solving complex challenges, Brad has been helping PFG clients achieve their financial freedom for over ten years. As a CERTIFIED FINANCIAL PLANNER® professional, he takes time to learn about his clients’ dreams and aspirations and...
Eat the Rainbow, Reap the Rainbow

Eat the Rainbow, Reap the Rainbow

You might have heard that your plate should have all the colors of the rainbow, but do you know why? Every food has their own health benefits and colors can help you determine which health benefits you’re enjoying. Here’s a quick summary of some of the benefits...