FINANCIAL PLANNING INVOLVES MANY ELEMENTS AND OUR RECOMMENDATIONS SEEK TO HELP YOU SAVE WISELY, INVEST DILIGENTLY, AND LIVE CONFIDENTLY.
Our team of Certified Financial Planners™️ help our clients pursue their ideal financial futures while staying on course for the long haul.
The most common estate planning mistake that we see is not having any estate plan in place. There’s no will. There’s no living will, no power of attorney. In the state of Maryland, if you don’t have a named beneficiary or don’t have your estate planning documents in order, it’s not you that is dictating, it’s the state of Maryland and other statutes.