Potomac Financial Private Client Group, LLC

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Left to Right: Timothy Shean CFP®, Michael Kalas CFP®, Steven Richardson CFP®, CPA 

Welcome to Potomac Financial Private Client Group!   

We hope you enjoy your visit to our website and find the information helpful.  Our goal is to empower you to reach your financial goals and to help you make better financial decisions.  If for any reason you cannot find the specific information you need or would like to discuss a financial matter with us personally, please feel free to contact us.  We have skilled staff and resources available to assist you. Click here to view our current newsletter.

Click here to see Mike's article and  Click here to see Steve's article in The Washington Post.

A World of Services

Building on the foundation of AXA Advisors, LLC, Potomac Financial Private Client Group, LLC, makes available the robust products, services, and systems of a global company -- but services clients with the personalized touch of a boutique financial services firm.

A Personal Approach

Our vision to bring people personalized financial and wealth management strategies through a distinctive environment of collaboration, experience, and customized client care are the ideals from which Potomac Financial Private Client Group, LLC was founded on January 1, 2006 by  Michael Kalas.  With 12 years in the financial services industry, this seasoned financial professional planted business roots in Falls Church, Virginia to serve people that are looking to get more out of life and money.  Sharing in the vision of Potomac Financial Private Client Group, Steven Richardson and Timothy Shean are Vice President's of the firm.

Guiding Principles and Strengths

  • Customized strategies based on a client's needs and goals
  • Professional advice
  • A team-based approach with support available from networks of specialists
  • Implementation flexibility and breadth of product and service choices
  • Resources of a global company

Potomac Financial Private Client Group offers every client a financial vision and pathway to meet their personal goals.  Clients rely on us to provide leading-edge financial strategies.  Our commitment to provide what people need -- when they need it  is why we’re rapidly becoming the people’s choice for financial services in the Greater Washington, D.C. and Mid-Atlantic region.

"We’re changing personal and business financial landscapes one plan at a time.”
Calculators

Loan Payoff

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Newsletters

Getting the Right Mix

Asset allocation is the process of dividing investment dollars among asset classes that often behave differently in different market cycles.

Tips for Healthy Life Insurance

If you are about to retire or have recently entered retirement, it's a good time to consider whether your current life insurance policy meets your needs.

Retirement Countdown in a Down Market

The process leading up to retirement should begin years beforehand to help protect portfolio assets in the event that the markets are affected by unfavorable economic conditions.

Measuring the Jobs Situation

Many people understand that a rising jobless rate is one of the hallmarks of a shrinking economy. But the national unemployment rate does not always reveal a complete picture of the jobs outlook.

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