Washington Retirement Planning Specialists

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.


Advisors

G.B. Bose

G.B. Bose

MBA, APMA®

Private Wealth Advisor

Chief Executive Officer of Washington Retirement Planning Specialists
Visit G.B. Bose's website
Michael Litherland

Michael Litherland

Financial Advisor

Visit Michael Litherland's website

Team

Bernard Tomasky

Bernard Tomasky

Client Service Manager

Steve Kavgioulas

Steve Kavgioulas

Investment Manager

Qualifications

  • APMA
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Andreea Lazar

Andreea Lazar

Operations Manager

Yvonne Bass

Yvonne Bass

Client Relationship Manager

Nona Butler

Nona Butler

Practice Manager

Keith Kegler

Keith Kegler

Client Service Specialist