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Investing & Retirement Planning

Your goal is to get the most out of retirement.  We have a plan to help get you there.

Retirement is something you look forward to and work hard to achieve.  It's a time to travel, focus on your favorite hobby, or just take it easy and spend more time with friends and family.

We believe retirement planning is made up of two phases: the years leading up to your retirement when you are building your nest egg, followed by your retirement years themselves, when you are utilizing those funds and protecting your assets.

It's important to have a financial plan that encompasses both phases.  But many people are unsure how to start or how to manage their plan.  And that's where we can help.

Financial Planning

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

IRAs & SEP Plans

IRAs and SEPs provide a great way to build retirement savings. 

Portfolio Management

Building and managing an investment portfolio is a complex process, which is why many people turn to our investment professionals.

Estate Planning

An estate plan protects your loved ones, minimizes taxes and distributes your property the way you would like.



Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Middleburg Bank deposits and are not FDIC insured. These products are not obligations of the Middleburg Bank and are not endorsed, recommended or guaranteed by Middleburg Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states ( AL, AZ, CA, CO, CT, DC, ID, FL, GA, IA, IN, KY,MA, MD, MN, NJ, NY, NC, OK, OR, PA, SC, TN, TX, VA, WA, WV).
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Retirement Calculators