Team
At Potomac Financial Strategies, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management analysis
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s a good approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Potomac Financial Strategies is the successor company to Financial Insight Corporation, established in 1976 with the mission to maximize investment returns while minimizing taxes. Larry Potomac joined Financial Insight in 1979...
Erica Marasco is an experienced professional who brings more than 25 years of outstanding client services and business development to her role at Potomac Financial Strategies.Erica oversees business functions and serves as a liaison to...