Financial Services

Potomac Financial Services, Inc.

At Potomac Insurance and Financial Services, our goal is to help business owners protect and grow their business and family wealth. Since 1985, we have been overseeing our clients’ insurance and financial affairs, from commercial to personal, so they can focus on what’s important to them: Running their business.

We help our clients select the best investment management approach for their private wealth with the least amount of risk. This approach includes personal retirement planning, risk management, family education funding, financial protection planning and assisting the business owner with company-sponsored retirement and group-health plans. We unite insurance and financial planning so that our clients know their business and personal wealth are taken care of in one place.

Portfolio Management

  • Individual account management and monitoring based off clients’ individual needs, goals and objectives

Financial Planning and Investment Advice

  • Hourly services

Retirement and Estate Planning

  • Income planning, cash flow analysis, education funding, asset management and risk management

Company-Sponsored Plans

  • 401(K), Profit-Sharing Plans, Standard IRA, Roth, SIMPLE and SEP-IRAs
  • Plan design, administration, investment selection consulting, employee participant education and consulting

Life Insurance

  • Term Life, Whole Life, death benefit and financial protection planning

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