What We Do

We help our clients make informed financial decisions by providing them with sound advice regarding retirement planning, investment planning and estate planning strategies.

At Maryland Financial Planners, our main service is to provide you an objective and comprehensive fee-based financial plan. We use this proven defined process to produce a customized financial plan written specifically for the client. The process begins with the financial planner collecting all of the necessary data about you and your objectives. We then take that data, analyze it and produce a generic plan which has specific findings and recommendations regarding your current situation and what needs to be done for you to help towards achieving your financial goals. In addition, we will discuss the solutions that can be used to implement your financial plan.