Financial Planning for Leesburg, VA

Bauserman Financial Services, Inc., based in Winchester, Virginia, and servicing Leesburg VA, has a long and distingushed record of success in the fields of financial planning and sales of securities and insurance.

Personalized Financial Planning
This is a customized process based on your financial goals, objectives, and concerns. Using information you provide, we develop a written plan to address your situation and incorporate your level of risk tolerance.

We use personal information such as who you are, your assets and liabilities, sources of income, and your spending both now and in the future.

Our first meeting is at no cost or further obligation, so you can meet us and decide if our services are what you need.

Graph, Financial Planning in Winchester, VA

This meeting allows us to review your situation to see if our services will benefit you. If we go beyond simple questions and get specific, then we will inform you if a fee will be charged.

Securities and Insurance Sales
If you wish to purchase or sell individual securities, or obtain certain Insurance products, those purchases or sales are done through FSC Securities Corporation. FSC Securities Corp. is a registered broker/dealer, member FINRA/SIPC, and is not affiliated with Bauserman Financial Services, Inc.

We do not have any propriety investment or insurance products that we have to sell. As a customer, you have access to most markets. The benefit of this would be more choices and options for you. We try to get you what you want and what you need within the products that are made available to us.

Contact us for more information about our personalized financial planning services and securities sales.

Ssecurities and Insurance offered through FSC Securities Corporation, member FINRA/SIPC.  Advisory Services offered through Bauserman Financial Services, Inc., who is not affiliated with FSC Securities Corporation.