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News

Brian Davet | Dec 29, 2025

The One Big Beautiful Bill Act

What It Means for Your Taxes
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Brian Davet | Aug 11, 2025

Charitable Donations

New rules may affect your charitable donations in 2026, click to learn more.
Read More

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P: 540-662-7070
F: 540-722-4899

 

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Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

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