How we work


Planning for a confident retirement

Planning for a confident retirement

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. We start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life.

Planning for a confident retirement

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Insurance

Community participation

~Mike:

- Friends of Gettysburg

- Financial Planning Association

- The Epicenter at Edgewood

~John:

- The Fuel Fund of Maryland

- Living Classrooms Foundation

- Cystic Fibrosis Foundation

- Generosity Global

- Historic Ships in Baltimore

- Walters Art Museum

- The Center Club