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City Center

SERVICES

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The Agency at National Harbor founder,

Brandi Bridgett, is a Certified Financial Education Instructor with the NFEC, ensuring that you will receive the financial mentorship that you need.

*The Agency at National Harbor is licensed to do business in all 50 states in the USA.

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Retirement

Enhancement

Our job is to help individuals that are still working create a financial track to leverage their money and their goals. We help those nearing retirement to secure their finances and we help those who are nearing retirement create a financial exit strategy.

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Making Tax-Free

Money

Did you know that you should be growing three types of financial buckets for your financial security: taxable, tax deferred, and tax-free? Many individuals are really good at growing the first two types of buckets, but many don’t know about the latter. If you would like to learn more about how to make your money grow and leverage many different types of tax-favored strategies, schedule a consultation! 

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Business Wealth Building

We have a whole portfolio to assist businesses grow! Whether it is to setup you executive staff, introduce supplemental retirement plans with enhanced benefits or to protect you and your business with a succession plan. We can talk about it all!

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Wealth Building

For Teachers

Teachers educate our children and we appreciate and salute you! To show our appreciation we want to offer each teacher a free analysis and the ability to give back to their community and school. Contact us to learn more!

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Personal Wealth

Building

We help you to implement key components of financial strategies into your life to help protect you and your family and leverage your dollars for what life may throw at you.

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Family Wealth

Building

Trying to plan for college, potential private school or just want financially set your children up for success, connect with us and learn about the evolution of family finance!

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Wealth

Management

Trying to plan for college, potential private school or just want financially set your children up for success, connect with us and learn about the evolution of family finance!

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Debt

Consolidation

Are you 100% sure that you are going to have a great retirement, Or do you have some doubt? Do you wish you could save for retirement and get COMPLETELY out of debt at the same time? What if we could show you how to eliminate your debts, including your mortgage without potentially spending any additional money than you are currently spending, would that interest you?

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College Planning

Are you unsure that your 529 or Gerber plan are doing what they need to do for you to set your child or children up for the right financial future? Are you worried that your current college planning is just not enough? Not a problem. We are here to show you how to create the “Million Dollar Baby” and set your child or children up for college and beyond!