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Damon Paull's Services

Why are we unique?

At Totus Wealth Management, my team and I focus on assisting business owners and individuals in creating solid benefits plans and retirement plans. If you're concerned about your financial future and do not want cookie-cutter advice, we encourage you to browse our website to discover the valuable resources we provide our clients. My team and I pride ourselves on offering unique, attentive service, and aim to educate our clients about various financial concepts and investment opportunities, demystifying topics such as: 401(k) plans, ESOP's, IRA. Roth options, 529 college saving plans, long-term care options, trusts, tax strategies, investing, insurance, estate preservation, and wealth management.

Recognizing the numerous challenges associated with running a business and providing benefits packages, along with retirement planning and investing in today's chaotic world. We understand that a primary concern for many is the possibility of outliving their savings. Our emphasis is on effective money management, as well as addressing other crucial aspects that contribute to your overall long-term financial health. 

Investments

Bonds

Common Stock

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

dpaull@totuswm.com |  703-362-5747