Financial Services

Potomac Financial Services, Inc.

Potomac Financial Services, Inc. is Registered Investment Advisor. We are fully committed to helping individuals, families and businesses protect and growth their assets. We can offer comprehensive financial planning services including:

Portfolio Management

  • Individual account management and monitoring based off clients’ individual needs, goals and objectives

Financial Planning and Investment Advice

  • Hourly services

Retirement and Estate Planning

  • Income planning, cash flow analysis, education funding, asset management and risk management

Company-Sponsored Plans

  • 401(K), Profit-Sharing Plans, Standard IRA, Roth, SIMPLE and SEP-IRAs
  • Plan design, administration, investment selection consulting, employee participant education and consulting

Life Insurance

  • Term Life, Whole Life, death benefit and financial protection planning

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