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Wealth Management
Legacy Planning
Retirement Planning - Educators - 403(b)
Financial Planning
Mortgage Protection
Coming Events
Join us on the 2nd and 4th Tuesday of every month at 6:30pm est. for our free webinar providing you with an over view of how we are educating the community on wealth building.
The Free Real Secrets of Money Series September 4, 2025 - November 6, 2025. In person 6:30pm - 8:00 pm 120 Waterfront Street, Suite 420, National Harbor, MD 20745
Testimonial
"Wendy helped my family set up a legacy plan that protects ur home and ensures generational wealth. I wish I had done this years ago!" - Charles
"Her approach to financial planning is empowering and easy to understand. I appreciate the personalized guidance." - Janice C.