Louis Manon, MBA, CFA - Ben Mancarella, AIF
Helping You Plan Your Financial Future
We are here to help you gain a better understanding of the key concepts and areas of developing a financial plan to help achieve your goals. We believe in a consultative approach to offering strategies, solutions and products to fit your unique situation and objectives. We are committed to building a trusted advisor relationship with thoughtful professional guidance focused on your financial well-being.
A look into our practice
Financial Directors, located in Ashburn, Virginia is a wholly owned agency of Lincoln Investment and serves the greater Washington DC area as well as clients throughout the United States. We are a full service financial planning and consulting firm with over 299 million dollars in assets under management whose representatives assist individuals and small businesses. For more than 30 years we have been working in the educational field helping our clients with their retirement savings plans. Growing over time, we expanded through Lincoln Investment and our strategic investment partners to offer a full range of financial products, solutions and services to help our clients with their financial goals and objectives.
We are currently approved providers in the following school systems.
VIRGINIA PUBLIC SCHOOL SYSTEM:
Manassas Park City Schools
MARYLAND PUBLIC SCHOOL SYSTEM:
Prince Georges County Schools
Our Team
Areas of Focus
Investment Management
We work with our clients to design and implement a variety of investment strategies. Our management includes: buying and selling investments, managing portfolio allocations and considering tax implications. Investment programs range from separately managed portfolios of stocks, bonds and ETFs to mutual funds, and access to quality third-party investment managers.
RETIREMENT PLANNING
The amount you will need in retirement depends on several things such as the age you plan to retire, your desired retirement lifestyle, life expectancy and other needs or goals. Let us help organize all these factors while helping ensure you maximize your retirement income.
ESTATE PLANNING
A well-developed estate transfer strategy can minimize tax liability and ensure loved ones are protected. We will work with you and your other advisors to evaluate the impact of state and federal taxes on your estate. From there, we will recommend strategies while being mindful to the impact of taxes on meeting your wishes, personal philosophies and family needs.
RISK MANAGEMENT
There are numerous financial strategies that can help you protect your financial future, shield your business and personal assets from liabilities, and safeguard asset transfer to children and grandchildren. We can help you figure out what the right course of action is for your specific situation and objectives.
FINANCIAL PLANNING
Financial planning is a process that explores all aspects of a client's financial goals, priorities and well-being. It entails a comprehensive analysis that produces a detailed set of goal-based recommendations that will give the client a clear path to achieving those desired outcomes.
COLLEGE PLANNING
This part of the financial planning process explores the specific objective of school and college planning. It entails a comprehensive analysis that produces a detailed set of goal-based recommendations. This will give the client a clear path to achieving those desired goals for educational planning for their children.
Our Experience
PERSONAL SOLUTIONS
We provide individuals and families with customized strategies to help them grow and protect their wealth through all stages of life. Taking into account your needs, goals and risk tolerance, we will work with you to develop a plan to help you reach your financial goals. Some of our key services are listed below.
Investment Management
Insurance Solutions
Retirement Planning
Education Planning
Estate Planning
BUSINESS SOLUTIONS
We offer a range of services to help business owners address their financial needs. Taking into account personal values and financial goals, we can create and implement tailored strategies to help entrepreneurs meet their objectives. Some of our key services are detailed below.
Retirement Saving Plans
Education Funding Plans
Key Person Insurance
Employee Benefits
Funding Buy-Sell Agreements
Deferred Compensation
WORKING WITH OTHER TRUSTED ADVISORS
We encourage working with estate attorneys, accountants, and other financial professionals to better serve the comprehensive needs of our clients.
Understanding the value and skills of your other trusted advisors, we strive to maintain open lines of communication and keep you apprised of all developments and your financial plan intact. Even diligent and well versed clients can overlook some of the details of the work they've done with their attorneys or accountants. We believe in helping you keep your team of professionals in concert with your overall financial success.
The Financial Directors Process
We are a client focused financial planning based consultants that strive to understand your unique needs and objectives. Our commitment is to help develop a comprehensive strategy to address your goals and objectives.
Every financial situation is unique, which is why it is vitally important to find out as much as possible about you and your objectives. The more we know, the more precise the recommendations and ultimately, the better the results.
We will work with you to identify and prioritize your objectives. We will take the time to understand your hopes and dreams and get to know the people in your life that matter most to you.
Using our consultative process, we will develop a detailed strategy to help you achieve your goals. Based on our conversations and analysis, we can illustrate the steps that it will take to help you achieve your financial goals.
Once we have a full understanding of your situation, goals and objectives, we will utilize our research and planning resources to present action items that will help you achieve your goals.
Once we agree on a plan, we will implement your strategy and work closely with you and your other advisors to ensure its success.
Resources
Welcome to our research center! We've put together a library of information on important financial topics that we believe you'll find helpful.CALCULATORS
A host of financial tools to assist you.
ARTICLES
Educate yourself on a variety of financial topics.
FLIPBOOKS
These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts.
NEWSLETTERS
Timely newsletters to help you stay current.
Glossary
Financial terms from A to Z.
VIDEOS
These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts.
Our Office
19775 Belmont Executive Plaza, Suite 175,
Ashburn, VA 20147
703-481-1461
Fax:
215-376-1555
Email:
Ben: bmancarella@lincolninvestment.com
Brianna: btavares@lincolninvestment.com
Shai: shchu@lincolninvestment.com
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