Brian Krawiec, Cfp®, Chfc®, Clu® Email & Phone Number

I am a teacher and a problem-solver. And I am here to be your financial guide.Many financial decisions are complex, and I believe the key to finding the best solutions for my clients is to work together with them to explore all of their options, before arriving at an answer and approach that we understand and mutually embrace.I do so by providing my clients with sound investment management advice and comprehensive financial planning. I first help them thoroughly understand their goals and the strengths and weaknesses of their current financial position. I then develop a personalized plan to keep them on track as they pursue financial freedom and personal fulfillment throughout all stages of their lives.As a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Consultant® I advise clients on a wide variety of financial issues they may encounter, including the need for an investment strategy that aligns with their goals, retirement planning, estate planning, and education planning. As a Chartered Life Underwriter® I help clients protect their wealth and financial security by planning for the various risks associated with their personal and professional lives. I advise on a variety of planning issues and uses of insurance in personal settings (including life, disability, and long-term care insurance coverage) and business environments (such as continuation planning and the lifetime sale or gift of a business interest).

Listed skills include College Education Planning, Financial Advisory, Estate Planning, Retirement Income Strategies, and 27 others.

• Financial Advisor

  Raymond James Financial Services, Inc.

  Nov 2007 - Present - 4061 Powder Mill Road, Suite 705, Calverton, Md 20705

  My focus is on the design, implementation, and monitoring of financial plans and investment portfolios for a variety of clients including federal government employees, consultants/contractors, teachers, small business owners and business professionals, and retirees.Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.In addition to holding the CERTIFIED FINANCIAL PLANNER™ certification, the Chartered Financial Consultant® designation, and the Chartered Life Underwriter® designation, I am also Series 7, Series 66, and insurance licensed (life, health, disability, variable life/annuity, and long-term care).Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Raymond James is not affiliated with Potomac Financial Group.Investment advisory services offered through Raymond James Financial Services Advisors, Inc. and Wike Financial, LLC. Potomac Financial Group and Wike Financial, LLC are not registered broker/dealers, and are independent of Raymond James Financial Services.For important disclosure information, please see the "Social Media Disclosure" link in the "Contact Info" section.