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.
How Can We Help You?
From Compass Points
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
Words to live by: "The time is always right to do what is right." -- Martin Luther King, Jr. https://t.co/mwRzhQcSj6
Still trying to think of a New Year’s resolution? Consider organizing, decluttering and updating your financial pla… https://t.co/IcctVMhYu1
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As 2017 wanes, consider the many ways charitable giving can brighten a holiday season--and provide potential tax be… https://t.co/ZDWkX7u8vV
Openly discussing important matters during the holiday season can bring your family closer. https://t.co/mXv9LlXTva
Use these tax and financial planning moves to help prepare you for tax season https://t.co/qXNmT2Mm1R