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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 Services 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 Services 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 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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