Broker Check

Columbia Office

8850 Columbia 100 Parkway

Suite 306
Columbia, MD 21045

List of Services

Retirement Planning

Making the most of employer-sponsored retirement plans and IRAs. Determining how much is needed to retire comfortably. Wealth accumulation and distribution strategies.

  • 401k Allocation Investment Analysis
  • IRAs- Roth IRAs
  • Wealth Accumulation
  • Wealth Transfer to Heirs

Tax Management

Looking for ways to reduce current and future tax burden. Working with qualified tax specialists.

  • Stock Option Planning
  • Tax Planning
  • Tax Reducing Strategies
  • Wealth Strategies

Risk Analysis & Management

Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding an appropriate policy for your situation.

  • Legacy Planning
  • Risk Management
  • Life, Disability & Long Term Care Insurance

Education Funding

Recommending investment and accumulation strategies to help pay for children's and grandchildren's education.

  • College Savings Plans (529)
  • Custodial Accounts
  • Educational IRA’s

Investment Mangement

Determining asset allocation needs. Helping understand risk tolerances. Recommending the appropriate investment vehicles to help work toward your goals. Helping to prepare an Investment Policy Statement.

  • Asset Allocation Portfolios
  • Fixed Annuities/Variable Annuities
  • Institutional Managed Portfolios
  • Stocks, Bonds & REITS

Employee and Executive Benefits

Helping businesses attract and retain qualified employees through benefit packages.

  • 401K Plans
  • Individual Health Plans
  • Group Benefits
  • Rollovers (Pension, 401k, etc.)
  • Small Business Retirement Plans

Coordination with Professionals

Coordination with respected attorneys and CPAs to provide a team approach to setting up an estate, determining tax reduction strategies and assessing insurance needs.

  • Estate Planning
  • Living Wills
  • Medicare/Medicaid
  • Power of Attorney
  • Tax Planning
  • Trust Review


We conduct various educational events and hold financial classes at local colleges.

  • Classes at Local Colleges
  • Corporate Lunch & Learn
  • Group Workshops
  • Market Update Meetings

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  410-992-4904