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Cocozza Financial Planning

3400 21st Ave N
Arlington, VA 22207 703-276-1243

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After years of using Vanguard Personal Investors and getting generic advice,... - Nov 26, 2022

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Omega Wealth Management

200 N Glebe Rd #730
Arlington, VA 22203 703-215-9477

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Amazing staff and service! Holistic approach to current and future wants... - Apr 10, 2020

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Clarendon Wealth Management

3033 Wilson Blvd #430
Arlington, VA 22201 571-257-3252

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Prudential Financial

4350 Fairfax Dr
Arlington, VA 22203 703-243-4934

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Great people, they have helped me immensly with my finances - Mar 22, 2019

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Bingham Financial Advisors

1610 N Harrison St
Arlington, VA 22205 703-536-6863

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Very methodical, excellent detailed documentation, rational asset allocation,... - Feb 22, 2018

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Avantax Wealth Management

2439 N Rockingham St
Arlington, VA 22207 703-536-3650

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First Command Financial Planning

2001 Jefferson Davis Hwy #205
Arlington, VA 22202 703-413-9071

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Adequate advice, but pricing scheme used is a little bit high and not for everyone.... - Aug 26, 2018

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First Command Financial Planning

2711 Jefferson Davis Hwy #101
Arlington, VA 22202 703-418-9360

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American Asset Management

3135 17th St N
Arlington, VA 22201 703-528-8063

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Contrary Investment Advisors

1400 N Kenilworth St #B
Arlington, VA 22205 703-560-0929

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I have worked with Dan Simonds for many years. As the CFO of a non-profit... - Aug 07, 2015

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Fdi Investment Group

1655 Fort Myer Dr #700
Arlington, VA 22209 703-247-4330

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Financial Associates Tax Svc

933 N Kenmore St Ste 217
Arlington, VA 22201 703-522-3111

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James Wright

2204 N Tuckahoe St
Arlington, VA 22205 703-779-4654

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Legacy Planning Advisors

PO Box 50681
Arlington, VA 22205 703-298-9133

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Fee-only service as a Fiduciary. Provided the service as expected. Had an initial... - Jan 18, 2021

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Putnam Partners

2601 Wilson Blvd
Arlington, VA 22201 703-294-4100

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United Bank

5350 Lee Hwy
Arlington, VA 22207 703-534-1382

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Washington Capitals

627 N Glebe Rd #850
Arlington, VA 22203 703-993-0992

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Planning for what happens to your possessions and money after you die requires making many decisions. Here are some basic dos and definite don’ts that will save you hassles and money—and avoid common mistakes.

To help your heirs unravel your finances, maintain a list of your major assets and accounts and where they can find your end-of-life documents. We've gathered a list of what to include.

Unless your situation is very straightforward, have your will prepared by an experienced lawyer, and hire a financial planner or estate attorney to organize your finances.