Potomac Financial Management approaches each case individually. We do not provide cookie-cutter strategies, but instead develop unique analysis designed for each client's specific situation. We also take a holistic approach to our planning. In this regard, we discuss with our clients all of their goals and plans before making recommendations regarding any specific solution or strategy. Moveover, we keep all of our client's desires in mind when deciding on a course of action for each individual goal. We do this while maintaining total confidentiality. We do not share personal information with others.
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|Securities and advisory services offered through LPL Financial. A Registered Investment advisor Member FINRA/SIPC.
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