The Statements Look Right.
The System May Not Be
Working Together.
Most financial decisions are evaluated one at a time.
Retirement does not work that way.
In 45 minutes, you will see how your income, taxes, investments, retirement accounts, and future withdrawals interact in ways that are rarely visible on statements alone. Individually, each account may look exactly as it should. Together, the picture is often different.
You Have Done the Right Things.
Here Is What Is Still Hard to See.
You have spent decades building toward a specific retirement date. FERS, TSP, the supplement, FEHB coverage: each piece has its own rules. The question is not whether each piece works on its own. The question is whether they are coordinated in a way that holds up across the transition.
Your compensation is complex: equity, deferred compensation, and a 401(k) that has grown alongside your career. The accumulation phase rewarded one set of decisions. The withdrawal phase requires a different structure entirely. Most plans were not built with that transition in mind.
The risks often hide
between the decisions.
The point is not to overwhelm you with every possible issue. The point is to help you see what may deserve attention before decisions become harder to reverse.
This first step is designed to be simple. The goal is to help you see the landscape before asking you to gather documents or make decisions.
You see the moving parts in one coordinated view.
Together, we walk through a visual Wealthspan framework based on people in situations similar to yours. The goal is to make the financial picture easier to see before the next major decision is made.
As the structure becomes visible, hidden interactions often become easier to recognize.
Most people arrive expecting a second opinion. What they often find is a clearer way to see the decisions already in motion.
Founder & CEO
Every Wealthspan Review is conducted personally by Mark Sweeney.
Mark holds a Master of Science degree and carries Series 6, 65, and 66 securities licenses. His career spans more than a decade of financial planning practice, preceded by senior roles at AT&T, Bell Labs, Prudential Advisors, and New York Life, organizations where long-horizon thinking and structured decision making were not optional.
He has served as Chairman of the Board of the Vienna Business Association and as a member of the Reston Chamber of Commerce. He serves families and individuals across Vienna, McLean, Reston, Tysons, Oakton, and the surrounding Northern Virginia communities.
Where are you in your retirement timeline?
Select the option that fits, then complete the short form below.
In the next 5 minutes, tell us enough
for the first conversation to be immediately useful.
Not general. Not exploratory. Specific to your situation from the moment we speak.
You do not need every answer today. This step is about seeing the structure more clearly before future decisions become more connected.
After you submit: We will reach out within one business day to confirm your preferred time.
Meetings are 45 minutes and can be held virtually or by phone.
Experience the Wealthspan Review™ and see how your income, taxes, investments, and retirement accounts are working together before the next major decision is made.
We will reach out within one business day to confirm your time.
Meetings are 45 minutes and can be held virtually or by phone.
While you wait, explore how the Wealthspan framework approaches retirement income, taxes, and long-term flexibility so the first conversation can go deeper, faster.