Financial Planners in Alexandria

“I’ve known Dean for nearly 50 years and was glad to reach out to him at Monument Wealth Management when I retired from my business and transitioned to Medicare. Because Medicare premiums are based on income from two years earlier, my costs were much higher than expected.

He recommended I request a retirement-based premium adjustment from Social Security. It worked — lowering my Medicare Part B and D premiums by about $3,000 per year. That’s real savings!

Even though I’m not a client, he gave me clear guidance that made a meaningful difference.“

“I have been a very satisfied client of Good Life Financial Advisors of NOVA for over 8-years. As a Widow faced with making financial decisions alone to ensure a sound financial future, selecting the right advisor was one of the most important decisions for this new season of life. My Advisor has walked me through the process of investing the proceeds of selling my home, of consolidating my investments, and providing sound and much appreciated directions on solid management of my resources. My preferences and risk comfort level was always taken into consideration, and I have access to my Advisor whenever I have questions or concerns. More than just a trusted, ethical, and objective decision-maker, I consider my Advisor a friend I can depend on with my financial resources.“

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“We have been working with Wade for over 13 years and in that time he has provided us with outstanding service and advice. He has helped us navigate several major life events, all while keeping us on track to our financial goals. We are still a decade away from retirement, but it would be many more years if not for Wade's support. He truly cares about his clients -- listening to your needs, understanding your goals, and then customizing his support to make sure you achieve them. We appreciate that Wade is an independent advisor, beholden to no one but his clients.“

“As a recently-retired federal government employee it was difficult for me to parse through all of the retirement and financial advice out there that doesn't quite match up to my situation. Dan bridged that gap for me and helped me understand my options. He is always easy to reach and has been very helpful with random questions that came up over the past year.“

“I have had the pleasure of working with Tyler and Clay for the past few years when managing my assets. They are a great team and were always available to answer any of my questions. Highly recommended!“