Liz Verdi

Financial Planner & Investment Advisor

Liz, CFP®, AIF®, has been helping individual and families organize their financial lives for over 20 years. She creates personalized investment portfolios and financial plans and that are both strategic and easy to follow, helping clients stay focused, motivated, and accountable as they work toward their financial goals. Her primary focuses are:

Financial goal setting
Cash flow planning
Retirement planning
Investment planning and quarterly monitoring
Education planning
Risk (Insurance) management planning (she does not sell insurance products)
Estate planning implementation and organization

One of the most important aspects of Liz’s financial planning process is reviewing the client’s current financial situation – the baseline – and developing a side-by-side plan that compares it with recommended changes. This approach allows clients to clearly see the potential impact of those changes and the financial outcomes they can achieve by implementing them. She provides quantitative data to answer any number of questions, for example, Should I contribute to the Roth TSP vs Traditional TSP or BOTH? What if I sell my home and relocate in retirement? Will my spouse be ok if I pass away and they receive a reduced spousal pension? The most frequent question – Can I retire earlier than I had originally planned?

Liz is a fee-only financial advisor and a fiduciary, which means she is legally and ethically obligated to always act in her clients’ best interest. As a fee-only advisor, she does not earn commissions, her only compensation comes directly from the clients she serves in the form of a percentage of the assets she is managing. Her fee schedule is as follows:

$500k-$1MM – 0.8%

$1MM-$3MM – 0.6%

$3MM+ - 0.5%

Liz works with clients across the United States and with a select number of International clients. You may schedule an introductory meeting here www.calendly.com/lizverdi

Liz, CFP®, AIF®

Rembert Pendleton Jackson

1945 Old Gallows Road Suite 750

Vienna, VA 22182

Phone: 703-821-6655 | Toll Free: 877-821-6655

Fax: 703-821-2928 | info@rpjadvisors.com