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

From the Desk of Todd Wike

Summer has absolutely flown by for us, and it seemed like we had some sort of camp or sports activity every single day of the summer! Everyone who has gone through this season of life has told us to cherish it and not wish it away, as we’ll be sure to miss it when it’s gone, and we are doing our best to take that advice and soak it all in.

I’ve shared pictures and updates from the baseball field with our two boys, and baseball certainly dominated the summer months, but we were able to sneak in some other fun activities such as golf and a trip to Six Flags in Massachusetts while visiting some family. We spent a week in Ocean City, MD, and enjoyed picking some crabs and having fun at the beach with a few of their friends. There’s no rest for the weary as fall baseball picks up again on Labor Day weekend! We’re also looking forward to the boys playing some football this fall and going to cheer on our Terps’ football team, which is fun for the whole family.

Enjoy soaking up the rest of your summer.

The PFG team gathered recently in our office to celebrate Sara and Ryan Westrick’s great news: they’re expecting! We wish them all the best.

And, speaking of Sara, don’t forget that she and Sophia are notaries. We offer this service to our clients free of charge.

As always, if you have questions or concerns about your financial plan, please do not hesitate to reach out to us.

Todd M. Wike, CFP®
CERTIFIED FINANCIAL PLANNER™
Managing Partner, Potomac Financial Group
2022 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.