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6116 Rolling Road
Suite 114
Springfield, VA 22152

Englert Financial

(703) 451-8890

 

Situations where you might need advice

Situations where you might need advice and are encouraged to call our office during the year.  In most cases there is no charge for these services for our clients:

  • Change or leave a job-begin collecting unemployment
  • Before receiving a distribution from a 401(k), IRA or pension plan
  • Buy or sell a house or rental property
  • Receive an inheritance
  • Sell or redeem more than $2,000 in stocks, bonds or mutual funds
  • Start, sell or close a small business
  • Giving or receiving a gift over $15,000
  • Retire or start receiving social security
  • Anytime your investment time horizon changes
  • Have a new child
  • Have a change in your marital status
  • Receive a notice from the IRS or State Dept. of Revenue
  • Any situation where you would just want to talk, or get a second opinion
Investment and financial planning services are offered by George Englert and Kevin Englert through their affiliation with Avantax.