Longstreet Advisors creates individual investment strategies for each client. Solutions are designed around unique factors such as time horizon, investment experience and the ability to absorb risk.
We work closely with our client's accountants, attorneys and other professionals to insure a complete understanding of each clients needs.
Our Services Include:
Retirement Planning
- Individual Retirement Accounts
- Roth IRAs
- IRA Rollovers
- Required Minimum Distributions
- Retirement Income Plans
Education Planning
- 529 Plans
- UTMA/UGMA Accounts
Trusts and Estates
- Family Limited Partnerships
- Revocable Living Trusts
- Family Foundations
7272 WISCONSIN AVENUE SUITE 300 | BETHESDA MD 20814 | PHONE: 301.941.1945 | FAX: 301-941.1962
