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Dennis G. Lund, CFP®

DLC & Associates/Financial Services Center

12044 Lake Newport Rd
Reston, VA 20194-2742
Phone: (703) 736-0430
Fax: (703) 689-8993

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Household Income Minimum: $50,000
Investable Asset Minimum: $2,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Annuities
  • Asset Allocation
  • Business Taxes
  • Career Change
  • Investment Management
  • Estate Planning
  • Corporate Finance
  • Getting Divorced
  • Employee Benefits
  • Limited Partnerships
  • Mutual Funds
  • Insurance
  • Job Loss
  • Minority Financing
  • Startup
  • Retirement
  • Life Planning
  • Long-term Care
  • Sudden Wealth
  • Men's Finances
  • Personal Taxes
  • Women's Finances

 

How Planner Charges

Considerations: Evenings and weekends by appointment

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