12020 Sunrise Valley Drive, Suite 100
Reston, VA 20191

Phone:

1-703-587-8683

E-mail:

Charles Schwab & Co. is our custodian for all client accounts

We have created this site to help you gain a better understanding of wealth preservation, investing, saving for retirement, and estate planning. Equally important, we hope you see the value of having Mark Burkhardt, our portfolio manager with over 30 years of experience, help you realize all of your financial goals.

Here you will find a wealth of information in the form of newsletter articles, calculators, and research reports. We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.

Our firm is dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances. One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

Newsletters

Unpacking the Real Limitations on Unlimited PTO

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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HOT TOPIC: Moody’s Downgraded U.S. Debt — Does It Matter?

Reviews the downgrade from Aaa to Aa1 and possible market effects.

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Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Look Out for Observation Care

Explains hospital observation status and its billing pitfalls.

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More Newsletters

Calculators

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Savings Accumulation

Estimate the future value of your current savings.

More Calculators