10490 Little Patuxent Parkway
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.
Active Income Strategy
Actively-Managed Diversified Portfolio
American Funds Focused Strategy
Custom Portfolio Design
Exchanged Traded Products (ETF's & ETN's)
Faith Based Investing
Global Tactical Strategy
Hybrid Portfolio (Active and Passive Investing)
Social Impact Investing
Profit Sharing Plans
Disability Income Insurance
firstname.lastname@example.org | 410-740-0066