CONNECT

Address:

10451 Mill Run Circle, #205
Owings Mills, MD 21117

Phone:

Phone: (410) 356-0111 • Toll Free: (888) 356-5221

Fax/Other:

(410) 356-3250

Our Services

 

Our 360-degree approach ensures that you have a plan in place for every part of your financial life.

 

FINANCIAL PLAN
We build a diversified investment portfolio tailored to your unique objectives,
risk tolerance and time horizon.


RETIREMENT PLAN
Maintaining the lifestyle you want in retirement means calculating the gap between your
expected expenses and your guaranteed income (from sources such as pensions and Social Security),
                     and making an investment plan aimed at filling that gap.
 

TAX PLAN
We use a number of proven strategies to minimize your tax burden today and in retirement.
 


ESTATE PLAN
We create a tax-efficient plan for the distribution of assets to your heirs with an eye toward
helping them keep more of the money you've accumulated during your lifetime.
 

PLANS FOR THE UNEXPECTED
Life can throw curve balls sometimes, so we make sure you have a surplus as
well as adequate insurance coverage in case of an unexpected occurrence such as an illness or job loss.