Pension plan design, administration, tax preparation, retirement planning, ERISA compliance. Focusing on 401(k) Plans with Safe Harbor, Cross-Testing, New Comparability, and other specialized 401(k) Plan provisions.

Toth Financial professionals have delivered world-class financial and investment advice for over 32 years to our client base of high net-worth individuals. With over 100 years of combined expertise developing and managing assets, the investment professionals at Toth Financial take pride in developing highly customized portfolios that take into consideration risk tolerance, market conditions, retirement goals, and much more. Toth Financial clients place their trust and confidence in us. As a result, we are relentless in earning and retaining that trust. We are proud of our long-term client relationships.

Wealth management is a highly personal process and at Aegis Wealth we offer a tailored, holistic approach. A fee-only, independent firm, Aegis Wealth provides a fiduciary level of service from a multi-disciplinary team of wealth advisors few can match. Our perspective is long-term, often multi-generational and focused on aligning clients' financial decisions with their broader life goals. We coordinate all aspects of our clients' financial lives into an integrated plan that includes portfolio construction, income and estate tax planning as well as charitable planning. Our long-standing client relationships are built on trust and nourished by ongoing communication and hands-on guidance.

Advisors Financial, Inc. is a full-service, boutique financial planning firm. Founded in 1985, we are proud to still serve many of our original clients, their children and even their grandchildren. Our team of experienced, professional Certified Financial Planners is dedicated to our clients. We are life-long advocates and trusted advisors to our clients and have an in-depth educational approach to financial planning and investment management. Supported by a talented office and investment staff, our planners provide independent advice based on the unique circumstances of each client. The clients of AFI receive independent advice suited to their unique circumstances. Advisors Financial is small enough to provide clients personalized service yet also offer a full menu of sophisticated and state of the art financial planning solutions that is expected from a well-established and growing firm. Our commitment to personalized service – from asking questions to carefully listening and fully understanding to sound and continuous advice and education - ensures that we address the specific financial needs and goals of our clients. Disclosure: Advisors Financial Inc. is a SEC registered investment advisor

As a competent professional, global citizen, family steward and/or successful individual, you are undoubtedly busy with life. Business, career, family, home, travel probably come first. As a result, managing your complex financial life can sometimes become a headache, even a burden. Wouldn’t it be a relief to have a team of trusted professionals you could count on to lighten your load? Even better, a team of people who would put your interests first, help simplify your life, advise and advocate for you, and treat you like family? At Brown Miller Wealth Management, we are based in the Washington, DC area and have a long history of serving professionals, business owners, high net worth families, as well as endowments and foundations across the country. We are attentive, personable and process-oriented in everything we do, ensuring that solutions are clearly and simply explained, however sophisticated they may be. Our “Discover, Design, Deliver” approach enables us to build long-term relationships with clients, using a holistic wealth management process to deliver an experience and results that improves the quality of our clients’ lives. Visitors to this page must avoid posting reviews of their experiences with the firm or any financial professionals of the firm as such testimonials are prohibited under securities law and may not reflect the experience of all clients of the firm or financial professional.

As a business owner, you deal with thorny issues each day - health-care reform, compliance, retirement planning, wealth creation/management and, deferred compensation - every employee challenge in the book. We seek to make the journey easier by assisting you with knowledgeable guidance so you can focus on what matters to you - your business. We want to be your partner, aligning our top-notch people with yours. The Lifetime Companies is large enough to serve - offering a variety of strategies to help pursue your goals - yet small enough to provide the personalized attention you deserve. Our approach affects everything we do. As an example of our commitment, consider how we provide retirement plan consulting: We're ready and willing to act as a co-fiduciary [3(21)], providing you with sound recommendations for plan investment options, or as a full fiduciary [3(38)], with the sole responsibility and liability to select, monitor, and replace your plan's investment options. You're unique, and we know you by name. As a business partner, we work hard to provide you with quality service and custom solutions to your needs. We're large enough to serve, small enough to care… for a lifetime. If you wish to contact us for business reasons, please use the following email address: [email protected]. We cannot respond to any communications or questions about the financial services industry via LinkedIn. Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member SIPC www.sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with The Lifetime Companes may discuss and/or transact business only with residents on the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

LPL Financial Advisor (October 2008 to current)2013-2020 Director's Club MemberMembership in LPL Financial is based on year-end production.

• Prepared bi-weekly, monthly, quarterly, semi-annual and annual internal financial reports for decision making. Excel in pro forma, waterfalls, and sensitivity analysis. Resulted in 15% yearly revenue growth. • Organized 4 semi-annual conventions in Gaylord National Convention Center, manage tickets and hotels for over 10,000 attendees. Prepared budget for the conventions and recorded all accounting activities for the events. • Directed 5 full-time staff to prepare over 300 tax returns annually. Responsible for monthly close, bank reconciliation, quarterly accounting reports and, leadership training materials.

We provide clear guidance for your entire financial life to help you live well. Taxes, estate planning, cash management, insurance, investments, and retirement planning are the six core areas of financial planning. We balance an equal focus on all of them, and we make sure you share in our expertise by prioritizing your ongoing education. We believe that your finances should support and enhance your life - helping you pursue what you care about.

Financial planning and wealth management services

LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide personalized guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL.com Securities and Advisory Services offered through LPL Financial. A registered investment advisor, Member FINRA/SIPC. Follow us on Twitter @lpl. • Third party posts found on this profile do not reflect the views of LPL and have not been reviewed by LPL as to accuracy or completeness.

Handford Financial Strategies is an independent financial consulting firm in the Northern Virginia/DC area.