PlanWell Financial Planning
10701 Parkridge Boulevard, Reston, Virginia 20191
About the Business
PlanWell Financial Planning is a finance institution located at 10701 Parkridge Boulevard, Reston, Virginia, United States. We specialize in providing financial education for private sector and federal employees, with a focus on FERS retirement planning. Our experienced Financial Planners, ChFEBC℠, CFP®, AIF®, offer personalized services such as introductory meetings, retirement report reviews, and partnership engagements to help you navigate through the complexities of retirement planning.
In addition to our personalized services, we offer a wealth of information through our learning center, with over 100 articles on federal benefits and financial planning. Our Checkbook’s FEHB comparison tool allows you to easily compare FEHB plans and understand how Medicare Part B integrates with your plan. Use our promo code "PLANWELL" to get 20% off the Guide to Health Plans for Federal Employees.
We prioritize data privacy and security, and we encourage you to check the background of your financial professional on FINRA’s BrokerCheck. Please note that the information provided on our website is not intended as tax or legal advice, and we recommend consulting with professionals for specific advice regarding your individual situation.
Securities and advisory services are offered through Osaic Wealth, Inc., and representatives may not be registered to provide services in all states. We are committed to providing accurate and reliable information to help you make informed financial decisions. Contact us today to schedule an introductory meeting and start planning for your future with confidence.
Photos
Contacts
10701 Parkridge Blvd STE 130, Reston, VA 20191, United States
Opening hours
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"David is as good as it gets as a financial planner, especially if you're a federal employee. He is a Chartered Federal Employee Benefits Consultant (ChFEBC), so he's uniquely qualified to handle your financial needs."
"I have nothing but great things about David, he is so patient and explains everything in a easy to understand way. I’m exited to work with him in the future."
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