Investment Services

Financial Planning

Financial Planning is a process for helping you achieve your financial goals.

A financial plan serves as a roadmap to guide your journey and increases the  likelihood of achieving your financial goals. 

The financial planners at Middleburg Investment Group will work closely with you to create a customized plan.  We begin with an assessment of where you are now and then work with you to define your financial goals and objectives.  Based on your current situation and your short- and long-term goals, we develop a plan that analyzes six broad areas and provides recommendations for each:

It's easy to get started creating your financial plan.  The planners at Middleburg Investment Group provide a complimentary initial meeting to review your needs and goals.  If you choose to engage your advisor in this fee-based financial planning process, we can get started right away. 

For more information or to schedule an initial consultation, simply call 703-737-3434 or click here to send us an email.  (If you would like to begin the planning process now, ask for access to our secure financial planning tool to start entering your information right away.)



Securities offered through LPL Financial Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Middleburg Bank and Middleburg Investment Services are not registered broker/dealers and are not affiliated with LPL Financial. Products and services made available through LPL Financial are not insured by the FDIC or any other federal government agency and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value. Middleburg Investment Group is a wholly owned subsidiary of Middleburg Financial Corporation.

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Retirement Calculators