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Retirement Planning Services, a partner with ClearLogic Financial, is a fee-only financial services company with over 30 years of investment management and financial/retirement planning experience.

Specializing in a personal, engaging approach, we advise a wide variety of clients–providing long-range planning, mid-career strategizing, and guidance for retirement.

ClearLogic Financial planners are well known experts on the Federal Retirement & Benefit areas. This enables us to identify and advise Federal Retirees on a wide range of important Federal retirement planning and investment issues.

We help our clients build a clear path to financial security–an essential step amid what can seem like a bewildering array of choices and an uncertain economy.

We conduct instructional seminars in financial planning, personal finance, and retirement planning to Federal, State, and local government employees and businesses in the private sector.

As fee-only firms, Retirement Planning Services and ClearLogic Financial have no ties to any financial institution, and receives no commissions, fees, or other income from the products and services we recommend. We are compensated solely for planning services, which frees us to act exclusively on our clients' behalf as an objective and unbiased advisor.

To learn more about our investment advisory and financial planning services call: 703-476-3521.

Updates & Commentary

Investment Basics New!   
Saving and Investing Wisely, Building on Your Foundation, Types of Investments: Bonds, Types of Investments: Cash, Investing Through Mutual Funds and ETFs, and Asset Allocation

October Newsletter
"Ten Year-End Tax Tips for 2016," "Top Financial Concerns of Baby Boomers, Generation Xers, and Millennials," and more articles (September 29, 2016)

Rebalancing 101: How To Get Your Portfolio Back On Track 
Should You Pay Off Debt or Save For Retirement?
(For over 50 educational videos, visit the Videos and Multimedia page.)

ClearLogic Financial
11107 Sunset Hills Road, Suite 220 | Reston, VA 20190
Phone: 703-476-3521 | Fax: 703-991-9191
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Check the background of this financial professional on FINRA's BrokerCheck.