Insurance Protection, Financial Planning, and Estate Preservation.
Comprehensive Planning. Done the W.R.I.T.E. Way
01
Wealth Management
Personalized strategies designed to grow, protect, and maximize your wealth at every stage of life.
02
Risk Protection
Comprehensive Insurance coverage tailored to safeguard your family's future, ensuring immediate financial stability in unpredictable circumstances.
03
Income Planning
Sustainable, diversified income strategies that support your lifestyle today and carry you confidently through retirement.
04
Tax Efficiency
Proactive tax planning that minimizes your burden and ensures more of your wealth stays where it belongs, with you and your legacy
05
Estate Planning and Preservation
Protecting your assets, honoring your wishes, and preserving the legacy you've spent a lifetime building for the people you love most.
Frequently Asked Questions
What specific insurance areas do you specialize in?
At The Potomac Agency, we offer a comprehensive suite of insurance solutions designed to protect every aspect of your life. Our specialties include Property & Casualty insurance to protect your home, auto, and business assets; Life & Disability insurance to safeguard your income and provide for your loved ones; Medicare Supplement plans to ensure seamless, cost-effective healthcare coverage in retirement; and Long-Term Care insurance along with a full range of health insurance options to protect your health and financial wellbeing at every stage of life. Whatever your need, we are committed to finding the right solution for you.
How does The Potomac Agency manage long-term wealth portfolios?
Our approach to long-term wealth management is conservative by design and generational in focus. We combine advanced asset allocation, proactive tax optimization, and disciplined risk mitigation to build portfolios that are as resilient as they are growth-oriented. We don't just manage your wealth through market cycles — we position it to thrive through them, ensuring that what you've built today remains a powerful, lasting legacy for the people you love tomorrow.
What is involved in a discovery meeting?
Think of a discovery meeting as a comprehensive financial check-up. We sit down together, with no pressure and no obligation, and walk through your current insurance coverage, investment assets, and retirement goals from top to bottom. We identify gaps in protection, uncover opportunities for more efficient wealth transfer, and get to know your values and priorities so that every recommendation we make is genuinely aligned with what matters most to you and the legacy you're working to build.
Can I consolidate my existing policies into one management plan?
Possibly, and it's absolutely worth exploring. During your discovery meeting, we take a close look at your existing policies and financial holdings to identify whether consolidation makes sense for your situation. If bundling your coverage delivers better value, stronger protection, or a simpler experience, we will make that recommendation without hesitation. But our commitment is always to your best interest first, not a one-size-fits-all solution.