1900 Campus Commons Dr #100
Reston VA 20191  703-766-5720
Retirement Income Management
Investment Management
Retirement Planning
IRAs
Roth IRAs


Independent fee-only investment management and financial planning based in Reston Virginia
letsmakeaplan.org
www.onefpa.org
www.napfa.org/
Fiduciary                                Certified Financial Planner™                        Fee only
investment policy.pdf
1900 Campus Commons Dr #100
Reston VA 20191  703-766-5720
Portfolio Analysis and Diversification
Investment Management
Financial Risk Management
Retirement Analysis
401(k) Rollover
IRA/Roth

Investment Strategy
The Company strategy for portfolio management is client-oriented. We use three primary rules to evaluate and manage each client's portfolio:
T
HE PORTFOLIO MAKEUP SHOULD MATCH THE CLIENT. Each client has a different risk tolerance and each client has a different time horizon as to when funds will be needed and how funds will be used. We take this information into consideration to customize individual portfolios.
D
IVERSIFICATION REDUCES RISK. The Company utilizes multiple asset classes, investment styles, market capitalizations, sectors, and regions to provide this diversification. Our intention is to buffer the down market in some securities while taking advantage of up markets in other securities.
L
OWER COSTS PROVIDE HIGHER GROWTH. The Company uses a buy-and-hold strategy, and only rebalances when necessary. We never use mutual funds that charge sales commissions, and we avoid high cost securities that reduce portfolio performance. Because of our fee structure, we have no incentive to trade often or select a security that isn't in the best interest of the client.

letsmakeaplan.org
As a fee-only investment advisor and fiduciary, I do not sell any products or accept any commissions. 
All advice is paid for by the client and always in the best interest of the client.

Fiduciary                                Certified Financial Planner™                        Fee only
1900 Campus Commons Dr #100
Reston VA 20191  703-766-5720
The company offers professional financial planning and advice for an hourly $250 fee. A comprehensive financial plan is available at a preset $3000 fee that includes an entire financial analysis and report of net worth, retirement expectations, cash flow tuning and financial risk assessment and recommendations. Various components of a comprehensive plan are also available at a per-hour or preset fee.

Retirement Analysis
Financial Risk Assessment
Investment Analysis
Net Worth and Cash Flow Analysis

letsmakeaplan.org
Fiduciary                                Certified Financial Planner™                        Fee only
1900 Campus Commons Dr #100
Reston VA 20191  703-766-5720
Richard P. Slater, CFP®, is the owner of the company and has served as its sole investment adviser since the company's inception in 2008. He has been a member of good standing in the Financial Planning Association since 2005 and was accepted into the National Association of Personal Financial Advisors (NAPFA) in 2015. NAPFA is the country's leading professional association of Fee-Only financial advisors, highly trained professionals who are committed to serving as fiduciaries by working in the best interests of the clients they serve.
Rick was born and raised in Syracuse New York and moved to Reston Virginia in 1997 with his wife Ellen Douglas, a community volunteer and retired educator, after their son graduated from college. As the sixth child in a family of eight children, Rick put himself through college, earning a BS in Mathematics and Computer Science from SUNY Empire. He enjoyed a 25year career as a software engineer, obtaining 4 patents. During this time, he also enjoyed a lucrative hobby in investments and began to be sought by family and friends with questions about fiscal matters.
Rick decided to pursue a second career in finance and earned an Executive Certificate in Financial Planning from Georgetown University in 2005. Shortly thereafter, he achieved the Certified Financial Planner (CFP) certificate from the CFP Board of Standards. As a fiduciary and Fee-Only financial planner and investment manager, Rick does not sell any products or accept any commissions. Rick appreciates working with a wide range of clients of various ages and backgrounds to help them achieve their financial goals.
google.maps/1900&Campus&Commons&Dr&Reston&VA/
www.letsmakeaplan.org
privacy policy.pdf
letsmakeaplan.org
www.onefpa.org
Brochure.pdf
www.napfa.org/
letsmakeaplan.org
www.onefpa.org
www.napfa.org/
Fiduciary                                Certified Financial Planner™                        Fee only
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements

Investing in securities involves risk of loss, which clients should be prepared to bear. We utilize various strategies to minimize this risk, as mentioned above, but no one can predict what will happen in the future