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277 South Washington Street, Suite 210, Alexandria, VA 22314

703-712-3684
npleisch@kingswoodus.com
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FULL CIRCLE

We plan for the full circle of life, not just retirement. Your financial journey (and your retirement) will be most enjoyable when you've set and hit goals all along the way!

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TRUSTED

More than an advisor, we seek to be your partner, coach, and friend.

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Service

We have a history of service, to our clients and to our country.

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WHERE DO YOU WANT YOUR FINANCIAL JOURNEY TO TAKE YOU?

“Live a full life; live a rich life; live your life with passion.”

We have one short opportunity on this planet. Our purpose is to help people and families make the most of it, and help them leave an amazing legacy for others along the way. We do this through full service financial planning and wealth management - investment management, retirement planning, estate planning, protection… LIFE planning. Not just for the future, but for right now, as well. Contact us today to get started.

8 Timeless Principles of Investing

Financial planning doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.

Who We Are

We’re family oriented. We have kids. We have careers. We have crazy lives. Just like you. But every family has a different journey ahead of them. We focus on YOUR goals and aspirations, not on products. With us, you’re a part of the family.

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"Someone’s sitting in the shade today because someone planted a tree a long time ago."

- Warren Buffett

"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future."

- Alexa Von Tobeln

Designed for You
A New Approach to Planning

Planning for only one life event would be like having only one puzzle piece and expecting the entire picture to come together. We’re here to help YOU design and craft YOUR masterpiece.

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"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future."

- Alexa Von Tobeln

"Someone’s sitting in the shade today because someone planted a tree a long time ago."

- Warren Buffett

Explore Some of Our Services

Investments

Investments

We create strategies that are tailored to your needs and goals.

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Retirement

Retirement

Years of experience have prepared us to guide you through your life transitions.

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Lifestyle

Lifestyle

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Estate

Estate

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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Take control and learn about where your money can go today

Take that first step to personal investing with our library of resources

Pay Yourself First

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.
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How Women Can Prepare For Retirement

How Women Can Prepare For Retirement

Are women prepared for a 20-year retirement?
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Retirement and Quality of Life

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
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Medicare Advantage 101

Medicare Advantage 101

Overview of Medicare Advantage, what’s in them, special rules, and more.
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Debt Stress

Debt Stress

There’s a link between debt and stress.
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Managing Money as a Couple

Managing Money as a Couple

Keys to preparing to grow wealthy together.
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Tell Us How We Can Help You Today

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