Potomac Financial Group
A Small Business Owner

The Scenario: A small business owner needs assistance providing a retirement plan and other benefits to his employees – a task that has been complicated by his other business and personal responsibilities.

The Plan: Assist in the design and implementation of an employer-sponsored retirement plan that provides the proper balance of benefits for both the business owner and his employees.




4061 Powder Mill Road, Suite 705 | Calverton, MD 20705 | 301-595-8600 | Fax: 301-595-0669 | Map and Directions