Everything we do starts with learning what is important to you. Understanding your unique story is vital in the development of a financial plan with your best interests in mind.
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For You
Our goal is to help you preserve and grow capital while minimizing volatility. By integrating alternative investments and various non-correlated investment strategies, we strive to create a more stable investment experience.
Wealth Management
Our approach is to create a holistic financial plan for you. The foundation of this planning process is rooted in our independence. This allows us to align our interests with your priorities.
Exceptional Service
Our team-based planning process and service approach allows us to deliver the personal touch and experience that clients love. You will have a team that proactively reaches out to you on a regular basis. This ensures that we are constantly keeping up with the evolution of your life and your wealth management needs.
The Process
With an “education first” approach, Research Financial Strategies ensures that our clients understand how their money is being invested. We guide the development of financial plans that help you achieve your goals for personal wealth and retirement security.
We are dedicated to helping you protect and manage your assets, prepare for retirement and life’s events, and develop a legacy that benefits your loved ones and future generations. As your financial partner, we listen and respond to your needs using clear, simple language. We offer personal service, seek to develop innovative strategies, and pledge to lead you with great care along the path to pursuing your goals.
Your investment needs, aspirations and financial goals are just that – yours. And your financial plan should reflect that. We can provide you with just the right combination of financial service, support and guidance that make the most sense for you.
Why settle for an off the shelf investment program? We’re here to provide you with personalized financial planning based on your goals, your time frame and your tolerance for risk. We’ll also be there to help you each step of the way in your pursuit of your personal financial goals.
Recent Financial News
Market Commentary – February 18, 2020
February 18, 2020Our Mission Is To Create And Preserve Client Wealth Many stock markets around the world moved higher last week. Investors’ optimism in the face of economic headwinds has confounded some in the financial services industry. Laurence Fletcher...
Market Commentary – February 10, 2020
February 10, 2020Our Mission Is To Create And Preserve Client Wealth Last week, major U.S. indices posted strong gains. That’s welcome news, but the drivers behind share price appreciation appear to have little to do with company fundamentals. Fourth...
Operation Valentine
To some people, the practice of exchanging valentines is great for children in elementary school, but it’s hardly something for adults. Right?Well, one of the toughest, most resilient men you’ll ever meet doesn’t think that valentines are silly. And he...
Where is Your Best Place to Retire?
The best place to retire in the United States is in dispute. There’s no formal debate, but a review of reliable publications showed surveys have named different states and cities as the “best” place to retire. For instance: Iowa was #1 in a best places to...
Market Commentary – February 3, 2020
February 3, 2020Our Mission Is To Create And Preserve Client Wealth Prepare yourself. There is a good chance markets will be volatile in the coming weeks.Precautions designed to slow the spread of the coronavirus may also slow Chinese economic growth and,...
Looking at how the coronavirus outbreak is affecting the financial markets
By now, you’ve probably heard about the coronavirus outbreak in the Chinese city of Wuhan. As of this writing, there have been about 2,900 confirmed cases, with over 80 deaths.1 Most cases have been within China itself, but the virus has spread to a small...
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from our Financial Advisors
Six Steps To Financial Independence For Women
Financial independence: Whether you enjoy it or dream about it, it’s a common term that you’ve probably seen in magazine ads, TV commercials and billboards. But what really does financial independence mean, exactly?Read more>>
Active Portfolio Management – How We Do It!
Research Financial Strategies specializes in providing financial advice using a proprietary investment methodology that leverages technical analysis to identify and protect our clients against stock market risk. Research Financial Strategies provides our...
Don’t Be Deceived By Mutual Funds
Best Mutual Funds? Since the bull market run started 10 years ago, how many mutual funds would you guess outperformed the stock market? If you are thinking 500, 200 or even 20, you are very wrong. In fact, not one single mutual fund has beaten the market...
For over 25 years, Research Financial Strategies has been serving families and businesses as their financial advisor. Let us put our money management expertise to work for you. Set up a no obligation consultation by either filling out our contact form or by calling us at 301-294-7500. We are here for you!
Let’s Talk!
Annuity, Annuities, Fixed Annuity, Variable Annuity, Annuities
Rockville, Bethesda, Potomac, Gaithersburg
Financial Advisor
Contact
Phone
301-294-7500
Address
2273 Research Boulevard
Suite 101
Rockville, Maryland 20850
Financial Advisors
