JOHN ESTES, CERTIFIED FINANCIAL PLANNER™
4035 Ridge Top Road, Suite 550
Fairfax, Virginia 22030
Helping Clients Achieve Their Goals Since 1998
Financial advisor and CERTIFIED FINANCIAL PLANNER™ John Estes has worked in the financial services industry for more than two decades, providing customized financial planning and investment management services to individuals, businesses, and nonprofits in the greater D.C. Metropolitan area and nationally.
Our mission is simple: To help clients invest and manage their money today—for the future they desire tomorrow.
How Can We Help You?
From Compass Points
Clients phrase it in different ways, but it's a concern that's been coming up more frequently as of late: "I'm nervous about another market crash."
Incorporating environmental, social and governance (ESG) criteria into investment decisions can be a powerful tool for addressing global or moral concerns while achieving personal financial goals.
I write this newsletter from personal experience, based on my own mother's journey with Alzheimer's Disease—and the road we have traveled with her.
What is the value of a financial advisor? Anyone working with—or considering working with—a financial advisor should ask this question.
Whether we recognize it or not, we’re all on the journey called retirement. We are just at different mile markers on the trail leading to “life after work.”
Now On Twitter
Does Chief Economist Scott Brown see any signs of a recession in the near future? Read his weekly economic commenta… https://t.co/CEd6SUi94f
Is this long-running bull market making you nervous? You're not alone ... but if you've got a suitable asset alloca… https://t.co/TFeHP8JLox
The new tax bill brought about a lot of changes. Do you know which itemized deductions and credits made the cut? https://t.co/ZX6pIqPzoc
Our thoughts are with those impacted by Hurricane Florence. While we may not be able to predict when and where deva… https://t.co/qr3t8BiWzG
Watch Chief Economist Scott Brown discuss key components of the 2008 financial collapse and the current health of t… https://t.co/iN1W4gSMQe
Retired households do spend more than working households on many items, including big-ticket expenses such as healt… https://t.co/M4c6EynzGv