Tax and Retirement Planning

Tax and retirement planning are complex inherently linked activities. At DNA we work with our strategic partner to create strategies tailored to your needs and goals that help you optimize income and minimize your tax liabilities.

Financial Literacy

DNA is committed to transforming local communities, one individual, one family, one small business at a time by promoting financial literacy to achieve financial security.  Check out our calendar of events to join one of our webinars, podcasts, or other events.

Insurance Planning and Optimization

Putting a plan together is one matter.  Protecting the plan is another.  DNA associates can assist you in developing an insurance strategy that helps you identify and mitigate the risk in your financial plan.

Estate Planning

“Helping Clients Lift the Burden & Uncertainty of Their Families’ Future”, is the motto of our strategic partner the Gold Law Firm.  Their legal expertise includes family protection, wealth preservation and values-based planning as well as business formation strategies. Let them help you craft a plan that achieves your goals today and for years to come.

Complimentary Financial Analysis

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

401K / TSP Rollovers

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

Property & Casualty Insurance

Protect your nest egg and ensure that you don’t have to burden yourself in the event you need the money to cover the unexpected. 

Commercial Insurance

We believe it is essential to protect your business and employees from seen and unseen events.

Business Coaching

Whether you are just starting out or have been in business for awhile we provide clarity to your vision of your buisness and how it fits with your personal goals.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | 703-765-2076

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