1954 Greenspring Drive,
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well-being.
We take the time to educate you on your financial situation and the opportunities available to you. We help bring clarity to even your most complex financial challenges in these and other areas:
Cash-flow and income analysis
Financial organization and oversight
Tax minimization strategies
HFA Wealth Management
529 College Savings Plans
Coverdell Savings Accounts
Pension income decisions
Traditional and Roth IRAs
Pre-retirement savings planning
Social Security and Medicare planning
Monitor account distributions
Life insurance analysis and review
Disability insurance analysis and review
Long-term care insurance
Estate planning document(s) review
Wealth transfer strategies
Trust management services*
*LPL Financial representatives offer access to trust services through the Private Trust Company N.A., an affiliate of LPL Financial.Asset allocation does not ensure a profit or protect against a loss.
firstname.lastname@example.org | 410.769.8262