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12020 Sunrise Valley Drive, Suite 100
Reston, VA 20191

Phone:

1-703-587-8683

E-mail:

Charles Schwab & Co. is our custodian for all client accounts

We have created this site to help you gain a better understanding of wealth preservation, investing, saving for retirement, and estate planning. Equally important, we hope you see the value of having Mark Burkhardt, our portfolio manager with over 30 years of experience, help you realize all of your financial goals.

Here you will find a wealth of information in the form of newsletter articles, calculators, and research reports. We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.

Our firm is dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances. One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

Home Appliance Economics

Notes declining prices for new appliances but rising repair costs; when to replace vs repair.

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Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Buying a Condo? Focus on the Financials

Explains special costs and financial implications of condo ownership.

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Are You Prepared for the High Cost of Dying?

Describes financial burdens associated with end-of-life care and funerals.

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IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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