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Home - Ehab Selim, CFP(R) and David Bagheri are independent financial advisors.

We provide our clients with a wide array of financial planning strategies, products, and services. We want to help you reach your retirement goals.

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Home - Ehab Selim, CFP(R) and David Bagheri are independent financial advisors. | planeffectively.com Reviews

https://planeffectively.com

We provide our clients with a wide array of financial planning strategies, products, and services. We want to help you reach your retirement goals.

INTERNAL PAGES

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1

The Business Cycle

http://www.planeffectively.com/resource-center/investment/the-business-cycle

Rockville, MD 20852. How will you weather the ups and downs of the business cycle? The Rule of 72. Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out. How the Federal Reserve Works. Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system. 5 Smart Investing Strategies. Getting what you want out of your money may require the right game plan. Ehab A. Selim, CFP. And a registered in...

2

Retirement

http://www.planeffectively.com/resource-center/retirement

Rockville, MD 20852. Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources. How to Bake a Pie-R-A. Roth IRAs are tax advantaged in a different way from traditional IRAs. A Fruitful Retirement: Social Security Benefit.

3

Mission Statement - Our mission is to get to know and understand your needs, wants,& long-term goals

http://www.planeffectively.com/p/mission-statement

Rockville, MD 20852. Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. Ehab A. Selim, CFP. Unless otherwise identif...

4

Our Approach - the process and service we provide our clients.

http://www.planeffectively.com/p/business-philosophy

Rockville, MD 20852. We take a comprehensive and creative approach when it comes to working with our clients. We like to understand your overall current financial situation and what you want and need to accomplish for the future. Our step-by-step process is as follows:. Scheduled Reviews and Monitoring. We will continue to have dialogue whenever change is appropriate. We will sit down on either a quarterly, semi-annual, or annual basis for review of your current plan. Ehab A. Selim, CFP. We are licensed ...

5

Tax Resources

http://www.planeffectively.com/tools/tax-resources

Rockville, MD 20852. Click on one of the categories below to find forms, explanations, and other tools to help you manage your taxes. A list of important dates from the federal tax calendar. A full set of downloadable forms from the IRS. A full set of downloadable publications from the IRS. Tables to enable you to find your federal marginal income tax rate. Ehab A. Selim, CFP. Check the background of your financial professional on FINRA's BrokerCheck. Unless otherwise identified, registered associates on...

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Washington DC/Metro

http://www.lincolnsagemarkmidatlantic.com/menu/washington-dc-metro-regional-planning-office

Our People and Regions. Washington DC/Metro Regional Planning Office. Baltimore Regional Planning Office. Virginia Beach Regional Planning Office. Carolinas Regional Planning Offices. Your World, Our Solutions. For Whom We Do It. 5 Things to Look for in a Broker Dealer. Washington DC/Metro Regional Planning Office. 8219 Leesburg Pike, Suite 200. Vienna, VA 22182. 11140 Rockville Pike, Suite 640. Rockville, MD 20852. Cindy Deavel, CFP. President, Deavel Wealth Advisors. Mark Bronfman, MBA, CPA*. Karen DuV...

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Washington DC/Metro

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Our People and Regions. Washington DC/Metro Regional Planning Office. Baltimore Regional Planning Office. Virginia Beach Regional Planning Office. Carolinas Regional Planning Offices. Your World, Our Solutions. For Whom We Do It. 5 Things to Look for in a Broker Dealer. Washington DC/Metro Regional Planning Office. 8219 Leesburg Pike, Suite 200. Vienna, VA 22182. 11140 Rockville Pike, Suite 640. Rockville, MD 20852. Cindy Deavel, CFP. President, Deavel Wealth Advisors. Mark Bronfman, MBA, CPA*. Karen DuV...

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Home - Ehab Selim, CFP(R) and David Bagheri are independent financial advisors.

Rockville, MD 20852. How will you weather the ups and downs of the business cycle? Retiring the 4% Rule. A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement. The Power of Compound Interest. Learn how to harness the power of compound interest for your investments. The Rule of 72. Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out. Our site is filled with educational videos, articles,...

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