Individuals & Families

At Updegrove, Combs & McDaniel, we understand that people have needs and goals that are unique.  That is why we take the time to talk with our clients and learn about what they hope to accomplish, both short term and into the future.

UCM will work with you to design a plan that will address your needs and help you to achieve your goals. Our services include:

  • Defining your goals
  • Evaluating and recommending options that address your goals
  • Providing referrals to and coordinating efforts with related professionals such as attorneys, insurance agents and investment professionals
  • Addressing issues to minimize tax

Education Planning

Parents can choose from a number of programs to set aside money to fund their children’s education and minimize your tax liability.  UCM can help you select the plan that is most suitable for you.

Retirement Planning

Do you think it’s too early or too late to plan for your retirement?  The answer is “No”.  UCM can help you develop a plan based on your timeline for retirement and  the standard of living you hope to maintain in retirement.

Estate Planning

Creating a strategy for your estate that will protect your assets, provide security for your heirs and minimize estate and wealth transfer taxes is complicated.  Professionals at Updegrove, Combs & McDaniel can guide you through the development and assist you and your family with implementing a plan including preparation of annual tax returns and business and family succession planning.

Leesburg Office    5 Loudoun St. SW Ste. B Leesburg, VA 20175           Phone 703-771-1818  Fax 703-777-5708 

Warrenton Office  10 Rock Pointe Lane Ste. 3 Warrenton, VA 20186        Phone 540-347-5681  Fax 540-347-3353