Broker Check

Hunt Valley Office

11350 McCormick Road,

Executive Plaza IV, Ste 200
Hunt Valley, MD 21031

How We Work

Our professionals can help business owners in a wide array of services like executive financial planning strategies, business protection insurances, buy/sell protection, and benefits packages to attract and retain employees.

Individual and Family

Protection Products:

  • Life Insurance
  • Disability Income Insurance
  • Long Term Care Insurance
  • Annuities

Legacy Planning:

  • Tax Planning Strategies
  • Advanced Gifting
  • Family Business Succession
  • Charitable Giving

Investments:

  • 401(k) and IRA Rollovers
  • Brokerage Services
  • College Funding
  • Retirement Income Strategies
  • Asset Allocation
  • Wealth Management

Business

Safeguarding Your Business:

  • Buy Sell Strategies
  • Key Person Insurance
  • Estate Plan Integration
  • Business Insurance

Talent Acquisition and Retention:

  • Group Health & Employee Benefits
  • Voluntary Benefits
  • Retirement Plans:
    • 401(k) or 403(b)
    • Profit Sharing
    • SEP and Simple IRA

Key Employee Rewards:

  • Executive Bonus Plans
  • Estate Plan Integration
  • Deferred Compensation Plans/ 457(b)
  • Individualized Financial Strategies
The Business Cycle

The Business Cycle

How will you weather the ups and downs of the business cycle?
Learn More
Bull & Bear Markets: A Timeline

Bull & Bear Markets: A Timeline

This helpful infographic will define bull and bear markets, as well as give a historical overview.
Learn More
Retirement Plan Choices for Small Businesses

Retirement Plan Choices for Small Businesses

Retirement choices can be intimidating. Picking the right strategy.
Learn More