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Sat: 9 a.m. - 12 p.m.
Individualized wealth management and advice you can trust.
If you’re overwhelmed with worry, not sure where to begin, or simply searching for someone who understands the intricacies of your retirement plan, we’re here to help. With decades of specialized experience, we offer individualized wealth management strategies.
Choose Apple Financial Services through CFS* custom retirement planning so you can:
- Rollover 401(k)/403(b)/pension plans if you’ve changed jobs
- Control your financial destiny
- Design a plan specific to your lifestyle and financial goals
- Enjoy sound management of your financial affairs
- Help reduce your tax liability and help guard your assets
- Get independent, unbiased investment advice
- Expect a clear, concise retirement review and plan.
For the Education Community
Our representatives also specialize in retirement planning for the education community. We understand the complexity of your retirement options and will walk you through the process to help you increase your retirement benefit and help you reach your financial goals. Our Financial Advisors are your professional resources for understanding retirement guidelines for:
- Virginia Retirement Systems (VRS)
- Educational Employees’ Supplementary Retirement System of Fairfax County (ERFC)
- Fairfax County Employees’ Retirement System (FCERS)
- Deferred Retirement Option Program of Fairfax County (DROP)
- Partial Lump-sum Option Payment (PLOP)
- Social Security Administration (SSA)
- And more.
Plus, our commitment doesn’t end when you have a plan. We’ll review your portfolio on a regular basis to make sure you’re staying on track or making the right adjustments along the way. Turn to your reliable source for retirement, insurance and investment services for life.
Employed with Apple Financial Services since 2016
Licensed Insurance Agent since 1987
Currently licensed in VA, MD, DC, NJ, NY, DE
“Understanding my client’s goals and objectives and helping them meet their unique needs is my number one priority. Working together we create comprehensive strategies that encompass your goals, time frames, and risk tolerance. My goal is that every client achieves a sense of financial well-being and have the financial freedom to live with total confidence and comfort.”
Take the Next Step
Our representatives carefully select the investment products suitable for your needs. We’ll make careful choices and match you with products that help increase your earning potential. Schedule a no cost, no obligation appointment today.
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer, (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Apple FCU has contracted with CFS to make non-deposit investment products and services available to credit union members. Apple Financial Services LLC is a subsidiary of Apple FCU and is not directly affiliated with CFS. Tax preparation services are not affiliated with CFS. CFS and its Representatives do not provide tax advice. A qualified professional should be consulted for specific individual tax or legal guidance. †CRPC® is a registered service mark of the College of Financial Planning®.