Savings for your children's education requires a long-term perspective. College Savings Plan like 529 College Savings Plan, Prepaid College Savings Plan, etc are great instruments to secure your children's future.
Submit Request to Get Expert Advice on College Savings Plan
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Sample Listing of Maryland, MD Firms Offering College Savings Plan
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Freddie H. Cook, CPA
3212 Dunwood Ridge Terrace Bowie, MD
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Retirement Planning
Insurance
Estate Planning
Eldercare
Tax Planning and Preparation
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Gallers Financial Group
600 Jefferson Plaza, Suite 308 Rockville, MD
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As an Independant Certified Financial Planner we provide the highest quality financial advisory service to clients. We build successful relationships with clients that are based on trust, open communication and integrity.
Every client has unique needs and we provide advice to them on their financial needs for both the present and for the future.
We work with people of all incomes and ages and balance their needs to achieve their financial goals.
We specialize in Individual and Corporate retirement Planning, College Funding, Capital Management and Long Term Care.
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Austin Wealth Management/Financial Network Investment Corp.
21840 New Hampshire Avenue Brookeville, MD
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Austin Wealth Management was originally founded as Austin & Company in San Francisco in 1982 and its Principal has been serving individuals, businesses and diplomats worldwide since 1977.
Our mission is to guide you in the stewardship of that scarcest resource of all: capital.
Our value proposition is simple: three decades of experience combined with independence, integrity, objectivity and leading-edge tools and knowledge means we can help you do more than just, Diversify & Pray*.
*copyright 1986 Austin & Company
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Research Financial Strategies
9600 Blackwell Road Suite 101 Rockville, MD
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Research Financial Strategies Takes a Holistic Approach
RFS gives you the ability to organize all your advisors and assets and consolidate them in the same place at the same time.
Your assets
Your private documents
Your financial and estate plan
Your retirement and cash flow models.
With a staff of CFPs., CPAs, management consultants and client service specialists, we speak the languages of all of your advisors and can put together integrated and consolidated looks at your wealth preservation and growth strategies. RFS helps you simplify the demands of managing your wealth in order to enable you to devote time to your business, your personal endeavors and your family.
Centralized access is a big benefit
Your updated financial status is automatically integrated into your comprehensive financial and estate plan through eMoney, continuously providing you with a meaningful, up-to-date analysis.
Since 1983, we have been providing financial advisory services to clients with our personalized approach to wealth planning, accumulation and preservation.
We Offer:
Wealth Planning
Trust Service
Tax Planning
Estate Planning
Risk Management Planning
Small Business Planning
For the states which I am licensed to do business, please visit our website listed above.
Securities offered through LPL Financial Member FINRA/SIPC.
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MetLife
Rockville, MD
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I work primaily with pre and post retirees by helping them to develop a retirement stratgey the will lead them on a successful journey. I am an IAR and hold a CHFEBC designation. I am also currently working toward my CFP.
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