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William P. DuBose, IV, CFP®

Vintage Wealth

1322 Vincent Place
McLean, VA 22101
Phone: (703) 918-9350
Fax: (703) 918-9351

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Household Income Minimum: $80,000
Investable Asset Minimum: $100,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Investment Management
  • Employee Benefits
  • Getting Divorced
  • Mutual Funds
  • Insurance
  • Life Planning
  • Retirement
  • Long-term Care
  • Sudden Wealth
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.