Congratulations to Ron Lara,CFP®, Jack May,CFP and Curtis Congdon,CFP,CRPC on their inclusion in Northern Virginia Magazine’s “2017 Top Financial Professionals List“. To compile this listing, the Northern Virginia Magazine sent surveys to area financial professionals asking them to nominate other experts to whom they would recommend friends or family who needed financial planning advice. Those on the list received the most nominations.
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- Interactive financial planning tool to utilize with your Advisor
- Your own, personalized financial portal, which includes:
- Personal website with 24 hour viewing to your linked accounts.
- Account Consolidation- connect your accounts for a consolidated view.
- Education Center – a library of educational financial videos and resources
- Spend Tracking – review how much you are spending and where.
- Budgeting Tools – set budgets to help you reach your savings goals.
- Investments – interactive charts and detailed views provide you with increased visibility into your accounts.
Ask your Advisor how to set up your LMA Wealth Portal.
Fridays with Jack (FWJ)
Informative networking luncheons featuring guest speakers covering topics important to you! Hosted by our own Jack May, CFP®. Now in its’s 16th year, Fridays with Jack are typically held once a month in either Tysons Corner or Falls Church, Virginia.
For information on the next session and to RSVP, contact Jack May at email@example.com or 703-761-3904.