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First Command Financial Plan

13649 Office Pl Ste 202
Woodbridge, VA 22192 703-897-8787

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Excellent wealth management services; they don't waste money on advertising. - Jun 22, 2021

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Ameriprise Financial

12848 Harbor Dr Ste 101
Woodbridge, VA 22192 703-492-7732

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I've used Whitlock Financial /Ameirprise for over 20 years:... - Apr 05, 2020

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Accountables

2200 Opitz Blvd #345
Woodbridge, VA 22191 703-494-6215

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Edward Jones

4809 Dashiell Pl
Woodbridge, VA 22192 703-580-4683

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Frank Wheeler

13649 Office Pl Ste 202
Woodbridge, VA 22192 703-897-8787

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Frank Wheeler and his team at First Command Financial Planning have provided... - Apr 30, 2020

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Wells Fargo Advisors

16300 Navigation Dr
Woodbridge, VA 22191 703-580-5468

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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.