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
The back-to-school season reminds us to revisit our college savings goals.
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
Check out the new edition of Investment Strategy Quarterly from the Investment Strategy Committee… https://t.co/P9zAFdghEm
Did you know October is National Cybersecurity Awareness Month? I will be sharing resources this month to help you… https://t.co/AkZdJjYsbN
In the world of medical care, health savings accounts (HSAs) are often misunderstood. Here are 10 HSA myths debunke… https://t.co/glnRtHtFHp
Why is it so hard to talk about money? Scientific American has some thoughts on the topic ...https://t.co/UYYOduz4sj
The back-to-school season reminds us to revisit our college savings goals. https://t.co/DdVYHDT4zR
Learn how special needs trusts can help support a loved one without jeopardizing government assistance… https://t.co/08zayRzg4d