Stoic Investments, LLC

Kevin S. Matthews, CPA, CFP®, MST, MBA, Ed.D.
Former U.S. Naval Officer (P-3 Community) • Owner, Beta Solutions CPA & Stoic Investments LLC

Beta Solutions CPA —

Tax Preparation

• Individual, Business, Trust & Estate tax return.
• Tax return preparation performed in the U.S.—never outsourced.
• Pentagon-savvy: deployment & PCS-aware planning, multi-state domicile issues, OCONUS considerations
• International tax for federal employees and contractors (in-/expat; treaty analysis, SOFA tax analysis)
• IRS correspondence and audit support; proactive planning and projections

Stoic Investments LLC —

Wealth Management

• Comprehensive planning for DoD & IC professionals (FERS/TSP, pension, and benefits)
• Investment management with disciplined risk oversight aligned to mission-critical careers
• Retirement income, education funding, and legacy planning
• Tax-coordinated portfolios integrated with your CPA-led strategy
• Serving the Pentagon community with discretion, precision, and integrity.

Consultations by appointment • Security-aware, confidential engagements • TSP & FERS guidance

703-376-8836 | 8245 Boone Blvd, Ste 580, Tysons, VA 22182

betasolutionscpa.com • stoic-investments.com • kmatthews@betasolutionscpa.com • kmatthews@stoic-investments.com

Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment

Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.

Prior military service and uniform wear does not constitute DOD endorsement and should not be implied as such.