Financial Services

You have worked hard to acquire the wealth and assets you have so far. Why not make that money work for you to help reassure you about your financial future? 

Our professionals are committed to being THE financial group in the Frederick area. We have over 20 years of experience guiding our clients to invest their assets to help them maximize income, preserve funds for the future, and reduce debt.

We do this by realizing every financial situation is different, providing intelligence and useful tools for the entire planning process, and listening to our clients' feedback in everything we do. While developing a customized financial plan, we will walk you through a step-by-step process that can help make you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives, providing you with complete financial services such as:


  • Development of consistent savings/investment plans
  • Special Needs Planning
  • Mutual funds
  • Life insurance
  • Long-term care insurance
  • Preparation of comfortable retirement options
  • Disability income
  • Annuities
  • Stocks, bonds, ETF's
  • And so much more!