CONNECT

Address:

8737 Colesville Road, Suite 705
Silver Spring , MD 20910

Phone:

(301) 650-9188,Toll Free: (866) 650-9188

Fax/Other:

(301) 650-4182

Our Services

Business Services:

 

  • Business Succession Planning
  • 401 (k) Retirement Plan
  • Deferred Compensation Plan
  • Executive Compensation Planning
  • Key Employee Protection
  • Voluntary Employee Benefits
  • Group Insurance Services
  • Employee Seminars
  • Payroll Services
  • Pension Planning
  • Cafeteria Plans

Individual Services:

 

  • Estate Planning
  • Fee-based Financial Planning
  • Family Protection
  • Life Insurance Planning
  • Investments
  • Health Insurance Planning
  • Long-Term Care Planning
  • Disability Income Planning
  • Tax Planning
  • Saving for College
  • Retirement Needs
  • Fixed Annuities
  • Wealth Accumulation Planning
  • Security Analysis and Portfolio Management
  • Charitable Giving 
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck