The Team
Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and strategies like tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Advisors

Frederick E Casper, Jr

Frederick E Casper, Jr

Financial Advisor

More about me...

Contact

frederick.e.casper@ampf.com

410.964.4936

Designations

CFP®, MBA

Top Areas of Focus

  • Domestic Partner Planning
  • Estate Planning Strategies
  • Family Finances

Education

Mount Saint Mary's University - MBA, Finance 1997 -2001, Rochester Institute of Technology -Bachelor of Science, Printing Management 1976-1980

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