Full Circle Financial - Wealth Management & Financial Planning

Full Circle Financial - Wealth Management & Financial Planning Our mission is to empower families to live their best life now and later through a holistic “full circle” approach that will guide them to financial freedom.

We want to help you develop, implement and maintain a strategy that’s designed for YOU. Investment Advisor Representative with Transamerica Financial Advisors Inc. Transamerica Financial Advisors, Inc. financial professionals may only transact business in states where they are registered. Any individual communication trying to effect a transaction in securities or the rendering of personalized investment advice for compensation will not be made to persons in states where the financial professional is not registered. Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. (TFA) - Member FINRA, SIPC, and Registered Investment Advisor. World Financial Group Inc (WFG) is a financial service marketing company whose affiliates offer a broad array of financial products and services. Insurance products offered through World Financial Insurance Agency, Inc (WFGIA). WFG, TFA and WFGIA are affiliated companies. Managed Wealth Financial is not affiliated with Transamerica Financial Group, a division of Transamerica Financial Advisors, Inc (TFA), Transamerica Financial Advisors, Inc (TFA), or its affiliated companies. TFG010165-12/16

Here's a common strategy high earners use: The backdoor Roth conversion! It involves moving money from a traditional IRA...
10/09/2026

Here's a common strategy high earners use: The backdoor Roth conversion! It involves moving money from a traditional IRA to a Roth IRA. Talk to your financial professional to see if it makes sense for you.

Use this article to start conversations about the “backdoor” Roth IRA strategy.

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

Your chance of an IRS audit may not be that high. It pays to know what may trigger one.
10/07/2026

Your chance of an IRS audit may not be that high. It pays to know what may trigger one.

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Some diets lighten nothing but your wallet. Here’s a few to avoid.
10/05/2026

Some diets lighten nothing but your wallet. Here’s a few to avoid.

These food myths will really put a drain on your wallet.

How much do you know about stocks?
10/02/2026

How much do you know about stocks?

Understanding how a stock works is key to understanding your investments.

09/30/2026

In the world of finance, the effects of the "confidence gap" can be especially apparent.

What actually happens when the U.S. government shuts down?
09/28/2026

What actually happens when the U.S. government shuts down?

This handy interactive explains which essential government services are affected by a shutdown.

Lost 401(k)s are a huge issue, with over 24 million forgotten. Learn more about what you can do in our new article.
09/25/2026

Lost 401(k)s are a huge issue, with over 24 million forgotten. Learn more about what you can do in our new article.

With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.

The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
09/23/2026

The choice of business structure is not a final decision. You may amend your business structure to your changing needs.

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Your financial future is calling. Develop a strategy for your investments today.
09/21/2026

Your financial future is calling. Develop a strategy for your investments today.

Don't let procrastination keep you from pursuing your financial dreams and goals.

Address

277 S. Washington Street, Suite 210
Alexandria, VA
22314

Opening Hours

Monday 9am - 8pm
Tuesday 9am - 8pm
Wednesday 9am - 8pm
Thursday 9am - 8pm
Friday 9am - 8pm
Saturday 10am - 6pm

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