Clarion Wealth Management Partners

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Investment Management, Annuities & Retirement Insurance Plans, Financial Planners

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Today: 9:00 am - 5:00 pm

Tomorrow: 9:00 am - 5:00 pm

15 Years

in Business

(703) 631-4800Call Visit WebsiteVisit Website Map & DirectionsDirections12500 Fair Lakes CirFairfax, VA 22033 Write a ReviewWrite Review

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Hours

Regular Hours

Mon:	9:00 am - 5:00 pm
Tue:	9:00 am - 6:00 pm
Wed - Thu:	9:00 am - 5:00 pm
Fri:	9:00 am - 4:00 pm

Places Near Fairfax with Investment Management

Centreville (5 miles)
Chantilly (6 miles)
Oakton (7 miles)
Fairfax Station (8 miles)
Clifton (9 miles)
Vienna (11 miles)
Burke (12 miles)
Herndon (12 miles)
Reston (13 miles)
Manassas (15 miles)

More Info

Email: Email Business
Extra Phones: TollFree: (866) 219-9299
AKA: Clarion Wealth Management PTRS
Other Link: http://www.clarionwealth.com
Other Email: Email Business
Categories: Investment Management, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Insurance, Investment Advisory Service, Investments, Stock & Bond Brokers

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Details

Phone: (703) 631-4800

Address: 12500 Fair Lakes Cir, Fairfax, VA 22033

Website: http://www.clarionwealth.com

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Clarion Wealth Management Partners

Tax Planning
Tax planning considers the tax implications of individual, investment, or business decisions, usually with the goal of minimizing tax liability. While decisions are rarely made solely on their tax impact, you should have a working knowledge of the income or estate tax issues and costs involved.
Charitable Giving
Charitable giving is motivated by both personal and tax incentives. Congress encourages charitable giving through tax legislation that can minimize your income and estate taxes. Charitable planning involves selecting the gifted property and charitable structure that will address your goals.
Estate Taxes
Tax Services
Income Tax

Investment Management
Today Clarion serves nearly 500 households and has recently aligned with EverSource Wealth Advisors, a Registered Investment Adviser platform, for investment management and operational support. David looks forward to the next season of serving clients—incorporating his gifts, knowledge, and expertise in the areas of estate planning, retirement income distribution, wealth management, and protection planning.
Mutual Funds
Accumulation planning also involves the choice of securities for your investment portfolio. Basic securities are stocks, bonds, and mutual funds. Separately managed accounts, indices, option strategies, short-term assets, and annuities are also used to optimize your portfolio.
Bonds
Wealth Management

Accounting Services

Financial Planning
The founding principal and team leader at Clarion, David is a Certified Estate Planner™ (CEP®), Registered Financial Consultant (RFC®), and Accredited Investment Fiduciary® (AIF®). He holds both 63 and 65 securities registrations and life/health and life/annuity licenses in Virginia and in other states and territories throughout the United States. Committed to lifelong learning, he is currently pursuing further certification through the College for Financial Planning.
Retirement Planning
Retirement planning involves evaluating your current financial standing and creating an accumulation strategy that will help to ensure a desired retirement lifestyle. Because an individual's retirement years can span decades, retirement planning generally dominates other financial goals. A successful plan put into place during one's wealth-building lifespan should address ways to maximize growth and tax-efficient distributions, as well as how to leave retirement assets to the next generation.
Annuities
Ms. Haslbeck joined Clarion early in 2015 and is responsible firm-wide for all aspects of insurance and annuities. She also assists with the administration of estate settlements, applying experienced depth of knowledge to sympathetically support clients or children of clients.
Asset Management
Accumulation planning addresses an individual's investment needs, asset allocation, and the suitability of different types of securities in light of his or her goals and risk tolerance. In today's world, there are common needs and desires people seek to satisfy. Many people choose to hold insurance to protect their ability to earn and accumulate wealth as well as maintain an emergency fund to guard against depleting savings that are intended for other goals.
Asset Protection
Asset protection planning manages risks to your wealth. Lawsuits, accidents, property damage, and other financial risks are facts of everyday life, and asset protection planning looks to transfer the risk of these events through...

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