CJM Wealth Advisors

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Investment Advisory Service, Financial Planners, Financial Planning Consultants

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Today: 8:00 am - 4:30 pm

Tomorrow: 8:00 am - 4:30 pm

(703) 425-0700Call Visit WebsiteVisit Website Map & DirectionsDirections11320 Random Hills Rd Ste 250Fairfax, VA 22030 Write a ReviewWrite Review

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Hours

Regular Hours

Tue - Fri:	8:00 am - 4:30 pm

Places Near Fairfax with Investment Advisory Service

Oakton (4 miles)
Vienna (8 miles)
Centreville (8 miles)
Burke (9 miles)
Chantilly (9 miles)
Reston (13 miles)
Annandale (13 miles)
Herndon (13 miles)
Falls Church (15 miles)
Springfield (15 miles)

More Info

Extra Phones

Fax: (703) 764-9530

TollFree: (800) 916-9581

Location

Fairfax County Office

Other Links

https://www.cjmltd.com

http://burtwealthadvisors.com

Categories

Investment Advisory Service, Financial Planners, Financial Planning Consultants, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers

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Details

Phone: (703) 425-0700

Address: 11320 Random Hills Rd Ste 250, Fairfax, VA 22030

Website: https://www.cjmltd.com

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CJM Wealth Advisors

Tax Services
If you use Quicken, Turbo Tax, or H&R Block for your tax preparation, you can import your account information directly from NetXinvestor for both investment accounts and bank accounts.
Income Tax
Retirement Planning: One of the lesser-known benefits of HSAs is their potential to serve as a supplemental retirement account. After age 65, you can withdraw funds from your HSA for any purpose penalty-free (though non-medical withdrawals are subject to income tax). This makes HSAs a valuable tool for covering healthcare costs in retirement, which can be substantial for many individuals.

Investment Management
The U.S. economy is huge and hard to predict. Unless it is in response to a major financial crisis when everyone agrees to act together, it is difficult to pass and enact legislation that would have a material economic impact. Companies attempt to grow and maximize shareholder value no matter who is in office, so it pays to separate your political beliefs from your investment planning.
Mutual Funds
February 15: Form 1099 will be sent for those clients who have mutual funds, REITs, etc. If a 1099 is not yet ready, a “Pending 1099” notice will be sent to you.
Bonds
Wealth Management
CNBC LLC, a division of NBC Universal CNBC grants its Top 100 Fee-Only Wealth Management Firms designation after collecting and analyzing data from the Securities and Exchange Commission, the Financial Industry Regulatory Authority, state regulators and state insurance commissioners. Next, CNBC reviews regulatory databases of the SEC, FINRA, state regulators and state insurance commissioners, and eliminates any firm that any complaints, actions or disclosures from any of the above regulators. The Company did not apply to CNBC to receive the designation. The Company has not paid a fee to be eligible for the award designation. This award designation: does not emphasize favorable client responses, ignore unfavorable client responses, and is not based upon a statistically invalid sample of client responses because it is not based upon information provided by the Company’s clients. CNBC is not affiliated or related to the Company in any way.

Accounting Services

Financial Planning
Northern Virginia Magazine (NOVA) currently grants its Top Financial Planners designation based upon other participating investment advisors responses to the following question about their peers: If you had a close friend or relative who needed financial planning advice, and you could not handle the case yourself, to whom would you refer them? The specific question that NOVA promulgates in this respect may vary from year-to-year. The Company has applied to NOVA to receive the designation. The Company has not paid a fee to be eligible for the award designation. However, the Company has paid fees to NOVA in order to be highlighted with profile pages in the NOVA magazine. This award designation: does not emphasize favorable client responses, ignore unfavorable client responses, and is not based upon a statistically invalid sample of client responses because it is not based upon information provided by the Company’s clients. To the best of the Company’s knowledge, NOVA does not provide the award designation if the survey responses are not statistically valid. NOVA is not affiliated or related to the Company in any way.
Retirement Planning
Brian enjoys working primarily with families to develop comprehensive solutions that are tailored for their specific needs and timeframe. In particular, Brian focuses on helping clients with pre-retirement planning and portfolio optimization, designing income distribution models in retirement, required minimum distribution planning for qualified plans and IRA accounts, and multi-generational planning between family members.
Asset Management
Gathered balanced experience over the course of his career in areas of investment management, retirement planning, and insurance planning working for Virginia Asset Management, McNair & Company, Edmiston Investment Consulting Group
College Funding

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