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
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
A survey of over 3,000 families found that over 90% of family wealth transfers fail by the end of the third generat… https://t.co/J0WbvOe12X
For a cohesive and comprehensive outlook on the economy and markets for June, review the new Monthly Strategy Snaps… https://t.co/uNqWW7HHs0
When volatility hits, keep a cool head and consider taking advantage of these potential opportunities.… https://t.co/Tzug3f69dy
Does reaching your financial goals feel overwhelming? Focus on financial progress, not financial perfection.… https://t.co/kmpFo4u0r6
The Economic Consequences of Trump's Trade Policy. Read the weekly economic commentary from Raymond James Chief Eco… https://t.co/FnLt2gVOdg
In observance of the holiday, our offices will be closed on Monday, May 27th, 2019. https://t.co/Nx2qsvANNb