Abe Abich is the Founder and CEP of Abich Financial Services (AFS). A native of Arlington, Virginia, Abe began his professional career working for a leading financial planning firm and training under the area's top financial planners. While he gained experience from national companies, Ave sought to create a local, "boutique style" financial services firm and in 2008 founded Abich Financial Services. Since then, he has been developing his niche in the industry; Abe firmly believes that "knowledge is power' and freely educates the community on stress -free financial strategies. 

Abe has qualified for the Million Dollar Round Table (MDRT) for the past 10 years. The MDRT consists of the top 1% of financial services professionals worlwide and holds the highest standards for  ethics and customer service in the industry. 

Abe and his wife, Shelly are proud Leesburg residents. In their spare time, they enjoy biking, visiting local wineries, traveling, and attending local D.C. sports games. 

About Abich Financial Services:

Abich Financial Services' mission is to help people retire with dignity and confidence. Our vision is to imoprove daily life for everyone within our reach by removing financial stress and endlessly pursuing financial freedom. 

Our company values are:

- Communicate with transparencey and honesty. 

- Create a family atmosphere of love and warmth. 

- Listen, and listen more. 

- Pursuit of excellence through humility and hard work. 

- Never stop learning. 

Tax-free retirement planning and retirement income planning are the two main specialties at AFS. However, all areas of protection, savings and growth are discussed including life insurance, short and long term disability, long-term care, full retirement planning, tax planning and estate planning. 

Abich Financial Services believes that we are in the midst of a "perfect storm". Many people are looking for retirement planning with safety, guarantees, and protection, while simultaneously seeking opportunities for growth. AFS specializes in this type of planning. 

Abich Financial Services has been awarded as the Winner of Best of Loudoun in the Financial Planning Company category every year from 2019-2022 and is nominated once again in the year 2023. AFS also made the Inc. 5000 List in 2022 and is pursuing placement on the list again in 2023. Abe hosts the Retirement Key Radio Show which airs on WMAL Radio every Saturday at 8am and 2pm, and Sunday at 2pm. Abe also hosts Retirement Key TV on Saturdays at 11:30 on ABC and appears on CBS's "The Money Report" on Sundays just after 9am.

The principal of the firm, Jyoti Gujral, is a Certified Financial Planner

(CFP®) with over 27 years of experience in financial services and planning.

Financial Solutions Group manages employee benefits as well as 401K

plans for small and medium sized firms.

We adhere strictly to the CFP Code, which outlines the practice standards, when

servicing employee benefits and financial planning. This broad-based approach to

financial advice distinguishes us from other professional advisers who typically focus

only on specific areas of a business or individuals.

Lawrence Castillo is President/Owner of L and C Retirement Income Planners and host of Safe Money & Income Radio in Albuquerque, New Mexico. Lawrence has worked in the insurance industry for over 39 years and proved himself as a reliable source of information in all facets of planning for a secure retirement. Serving as a member of the Life Insurance Underwriters, Lawrence excelled in estate planning and retirement income planning. He has taken his knowledge as a Moderator of 10 years and is currently a Retirement & Income Specialist.

Located in Albuquerque, New Mexico, Lawrence has lent his abilities to business owners, pre-retirees, and seniors and helped guide them away from common pitfalls in planning for retirement. He has a passion for helping individuals plan, manage, and protect their assets, and looks forward to each opportunity that allows him to share his knowledge.

Mark began his financial planning career with a stint in the commission-based broker/dealer industry, where he saw too many hard-working families falling prey to hidden costs and promotional product sales in lieu of the sound advice they deserved. After exploring the evidence on how to build and preserve wealth, he established Vertical Wealth Management as a Registered Investment Advisor firm, guided by a higher, fiduciary standard of care appropriate to his client's interests.
As the Founder of Vertical Wealth Management, Mark is dedicated to building client relationships marked by communication, commitment, and a keen ability to clarify complex decisions.
Mark’s career has spanned more than 20 years. Throughout that time, Mark has worked with many of the region’s largest families.  Mark focuses on assisting families with their asset management & estate planning.
Mark works closely with clients to develop customized financial strategies that incorporate asset allocation, financial management, retirement planning, and succession planning. Mark utilizes his team of CFP’s, CPAs, and estate planning attorneys to give clients a truly comprehensive, individual, and holistic financial plan.
From guiding baby boomers through to retirement, Mark has committed himself personally and professionally to helping others achieve their dreams.
During the formative years of his career, Mark was a  manager/owner for several Virginia-based enterprises. In college, he also was an academic tutor for financial mathematics and statistics and currently volunteers as a retirement & finance instructor through the College of William & Mary, Osher Institute. His solution-oriented acumen and educational coaching experiences contribute to Vertical Wealth’s emphasis on high-touch client care.
Mark has a bachelor’s degree in business administration with an emphasis in finance and economics.

Samuel Price is the Founder of Price Financial Services. He has over 30 years’ experience in the Financial Services Industry. Prior to Securities America, Sam was an Investment Advisor with Voya Financial Advisors and Locust Street Securities. He      specializes in retirement planning and investment planning.        

Sam has a BA from the University of Colorado and a PhD from Washington State University.  His licenses include FINRA series 22, 63, 6, 7, and 65 as well as Life and Health.

While studying Geology at the University of Colorado, he become interested in the financial markets after investing in an oil & gas company that was exploring in the Western United States. Sam saw the results of good research into investment choices as well as patience in the markets.

It is this same approach he takes in working with clients by developing investment portfolios that both fit the client’s risk tolerance and time horizon. Clients receive a tailor-made investment portfolio based upon the results of a Risk Tolerance Questionnaire as well as meeting time taken in assessing investment choices that will best fit their personal risk assessment and timeframe.

Additionally, clients receive ongoing investment management as well as personal contact during each calendar year.

Securities offered through Securities America, Inc. member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc.

Price Financial Services and Securities America are separate entities.

The Picture You’re Painting:  It’s about what YOU want

Seek first to understand, then to be understood is a great quote from author Stephen Covey.  However, many in the financial world have it backwards.  Too often advisors seek first to be understood (sell their product).  This “sale” becomes the focus and the goal.  As a result, they often fail to take the time to understand who you are, your retirement goals, dreams and concerns about current or future economic conditions.  As a result, then may not allow you the time to “Paint Your Picture”.  Some seem to forget that retirement is one of the biggest transitional times in your life and therefore the development of a solid plan should not be rushed into.  It should take time to develop over several meetings.

Bryan Rich has been serving clients for over 30 years.  He strives to teach a balanced approach to retirement while highlighting both the positives and negatives of options available.  He began his financial services career in 1992 upo graduating with honors with a Business Finance degree  from Liberty University.  After working for over a decade for a national financial planning company he decided to pursue his own career.  As part of that decision, in 2005, he assisted experienced insurance and investment professionals from Roanoke, VA. and established Secure Financial Group, Inc. Later opening an office in Cary, NC. Since its founding Mr. Rich became the face of Secure Financial after speaking to thousands of “50 and Uppers” throughout Virginia and North Carolina in presentations and educational workshops.  Now, as President of SFG since 2008, he has continued to develop strategic relationships with attorneys, CPA’s and other experienced professionals in order to provide a holistic approach to financial and estate planning.  These NETWORK Partners share in SFG’s desire to fully inform and educate each and every prospective client.

Bryan is proudly an independent advisor when it comes to meeting the insurance and lifetime income needs of his clients.  In 2007 Bryan passed his Series 65 Exam and is currently an Investment Advisor Representative for Brookstone Capital Management www.brookstonecm.com.  When dealing with the risk portion of your portfolio, along with BCM Bryan provides fiduciary advice.  This helps promote a balanced approach to retirement…it is not one-size fits all.  Risk options provide more upside potential, while protected options offer peace of mind. Your best interest is always the primary objective...matching your goals with the math.  

PEOPLE FIRST, MONEY SECOND is not just a motto; it is the way SFG chooses to do business by taking the time to get to know you and the “Picture You’re Painting” for this stage of life before we ever start talking about the “products”.  The “products” are important, but they are simply the tools.  How do we know what tools to use until we know what you want to build?

Let’s dream a little first.  Then, once your goals for retirement are understood we help you implement the ABC PLANNING PROCESS.  This process is designed for the Conservative & Moderate Investor who doesn’t want to simply leave retirement to “I HOPE IT WORKS” -- or “IT SHOULD WORK” – well, as long as the stock market does what I want it to do.  Risk investments certainly have their place and are a major part of the ABC PLANNING PROCESS.  But, first we must ensure our Liquidity and Income needs, then chase risk for greater return potential.  So, the key question is not, “What kind of returns might I get?”  Nor is the question, “Can I afford to retire now?”  No, the key question should be:  “Am I in a position to retire and most importantly…STAY RETIRED?”  All with a level of risk that if the market has a major decline you can step back and say, “I’m still okay”. 

Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor.  BCM and Secure Financial Group are independent of each other.   Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents

Hi I am Darryl. As your financial well-being strategist, My goal is to remove the complexity of financial planning by provide coaching and mentorship, accountability, and a “let’s get it done” mindset which I gained through years of self-less service as military, government civilian and private industry servant helping the “good guys” find the “bad guys”

My true passion however has always been in helping others pursue financial, personal, and professional success. This passion is fueled by the recognition that any success I have achieved in life has been through the support and mentorship of family, friends, and close associates. Although I am “just a common, hardworking ordinary guy” who like most has experienced life’s “ups” and “downs,” I attribute the successes I have had to the advice and guidance of those who have poured into me financially, personally, and professionally. It is this level of commitment I will pour into to you.

I have been in the financial services business for 10+ years, working primarily with families and business owners. I use a unique approach that helps people find money they’re currently transferring away unknowingly and unnecessarily. 

Below are a few of the areas I enjoy coaching and advising individuals and small businesses with by offering creative and customizable 360-degree solutions tailored to fit their needs:

·        Retirement planning

·        Wealth Management

·        College planning

·        Accounting/Bookkeeping

·        Tax planning and consultation

·        Income tax resolution with IRS and State

·        Personal/Business insurance consultation and product selection

By developing a relationship with you and gaining a clear understanding of your financial objective, I help alleviate your concerns and help you make decisions that may ensure a profitable future for you, your business, and your family.

Here are but a few of the questions I can assist you in answering as a member of your advisory team:

·        What is the best entity structure for my business from an income tax liability perspective?

·        How can I consistently manage my business and personal taxable income as conditions change over time?

·        How much precisely is my business worth?

·        How does my business valuation affect my personal financial status?

·        Can I offer employee benefits? Should I offer employee benefits?

·        What is the best benefits strategy for my business to help attract and retain quality employees?

·        How do I safeguard my business in the event of disrupted operations or the loss of a key/valued employee?

·        What is my business succession plan–what’s the most effective strategy for either selling my business or handing it over to a family member?

·        What does retirement look like and how do I plan to save for retirement?

·        How can I reorganize my financial strategy to achieve specific financial goals, such as retirement, my children’s college planning, etc.?

Don’t wait until tax season to make my team and I a part of your coaching network or advisory team. Now is a great time to set up an appointment for us to assist you with your complimentary year-end income tax, insurance, retirement planning and/or wealth building strategy review. 

Other/Fun Facts:

·        I am a Certified Financial Fiduciary and hold 6/63, health, life, and P&C licenses

·        I am a veteran (retired) of the United State Air Force (USAF)

·        I am a John Maxwell Certified Coach, Teacher and Speaker, offering workshops, seminars, keynote speaking, and financial/personal coaching

·        I am a Washington DC service core of retired executives (SCORE) mentor

·        I am a Dallas Cowboys fan | Its been a long time, but I still would love to see another championship

·        I have beautiful 5 children (4 daughters/1 son) and 4 grandchildren (2 granddaughters/2 grandsons)

What quality of yours makes you best suited to what you do?

I love helping people – it brings me so much joy to see someone happy and fulfilled. I try to incorporate that into my daily tasks – doing my part to help be transparent to the client and be understanding of their needs.

 How should people think about their wealth?

When you have trusted advisors looking out for you – the only worry should be what do I want to do with my wealth and how can I make this world better than how I found it.

 Favorite Quote or Personal motto

Don’t worry, be happy!

 How do you spend your time outside of work? 

With my family – I especially love to fly with my husband (who’s a pilot!)

 What accomplishments are you most proud of? 

Paying off my student loan debt and saving for my first home.

 Education and Licenses:

• George Mason University – BS Business Management
• Virginia Notary Public Commission
• Medallion Signature Guarantee

Gary Stewart is a highly accomplished Financial Consultant dedicated to addressing the needs for retirees to plan and protect their retirement.

As a retirement and income planning specialist, Gary has spent over 40 years assisting retirees and those near retirement in protecting their savings, reducing income taxes, and taxes on social Security benefits as well as creating retirement income guaranteed to last a lifetime. Gary has extensive knowledge in retirement planning, portfolio and asset management, insurance, and real estate. Gary’s expertise coupled with a keen sense of the financial markets grew his client base in the thousands.

Gary holds a B.S degree in Business Administration from the Rochester Institute of Technology and the Executive Management Program at the Wharton School of Business. He has numerous industry awards for his financial success and client service.

While not working, Gary enjoys spending time with his wonderful family, traveling, and volunteering in the community.