Assurant Employee Benefits

Potomac Financial Group is a comprehensive financial planning firm located in Beltsville, MD. They offer a wide range of services including retirement planning, estate planning, education planning, insurance planning, investment management, and small business planning. With their personalized solutions, they aim to help individuals achieve their immediate goals and long-term aspirations of financial independence and well-being. As a trusted partner for life, Potomac Financial Group provides a planning process that is as personal as each client. Their comprehensive wealth management planning process ensures that every aspect of a client's financial life is assessed, optimized, and refined to meet their goals. With a focus on understanding and managing risk, they use innovative tools to align with individual risk tolerance and achieve greater investment success.Generated from the website

Mutual of Omaha Advisors, a division of Mutual of Omaha Insurance Company, offers a range of financial services, including investment advisory and insurance products. They operate under various licensed entities across the United States, ensuring compliance with state regulations. The company emphasizes that not all of its representatives are financial advisors and distinguishes between agents and producers in specific states. Each underwriting company within the Mutual of Omaha group is responsible for its own contractual commitments and financial obligations. Generated from the website

We are a husband and wife team. Stacy was a former Allstate claim manager here in Maryland dating back to 1982. Our claim background is the foundation of how we help everyone navigate through their insurance needs and prepare for the future. Reach out to us to get a review!!