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, nationally and overseas.
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
There's a point in the financial planning process where you have to make an uncomfortable assumption: How long are you going to live?
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
Retirement isn't something you have to go all-in on. There are ways to ease into the transition. Learn more:… https://t.co/WwrY0eJUd8
I'm excited to be attending the Raymond James "ELEVATE" National Conference for Professional Development (April 29-… https://t.co/wNNaoz7PjC
With new federal tax legislation in place, 529 plans can now be used for more than just college savings. Learn more… https://t.co/3e3jFUazAa
A health savings account (HSA) offers tax benefits and could be a good option to save money for health care costs. https://t.co/N3CS6IYZY2