Our goal is to educate our clients to make the best decisions for their financial futures. We say what we mean and do what we say. What we value most is our ongoing client relationships.
Warrenton VA is known for its quality of life and scenic beauty and received many awards for managing growth in such a way that protects its rich heritage and open spaces.
Most people spend more time planning a two-week vacation than their retirement. Your financial future deserves every ounce of effort you can spare
Greg brings his 39 years of investment management experience.
Judy has 27 years of professional financial industry experience.
Marketing Director, Licensed Sales, Life and Annuity
Billy J. Seabolt, Estate Planning Attorney.
Nina is a member of the American Institute of CPA's.
Senior Retirement Income Planning Specialist
Face your future free of worries. Enjoy the peace of mind that comes with comprehensive retirement strategies. Gregory Bodoh and his staff of qualified professionals can help you develop a plan to ensure you enjoy the peace of mind you deserve.
Most people spend more time planning a two-week vacation than their retirement. And while it makes sense to put plenty of energy into a dream getaway, your financial future deserves every ounce of effort you can spare.
Fortunately, planning your retirement doesn't have to be a source of unwanted anxiety. It can be as simple as calling the right team to help you along your journey to financial freedom.
Our goal is to educate our clients to make the best decisions for their financial futures. With this mission in mind, do three things on this site:
1) Look at our Educational Section
2) Look at our schedule of free educational seminars and sign up for one
3) Sign up for our weekly economic newsletter
Taking these three steps can greatly increase your financial knowledge and will hopefully spark even more questions about how to secure your family's financial future.
Social Security Timing is Everything
As a pillar of our mission to educate people, our firm conducts free educational dinner seminars on retirement and asset protection each month. If you are over the age of 55 and would like to attend, please give us a call to reserve a seat!