Profile in Annapolis, MD

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
Profile Age
328 days old
General
Location
Annapolis, MD, US
Profile Type
Merge | Join A Practice
Fee 0% Commission 100%
# of Accounts
150
Avg Client Age
45
Overview

Focused on proactive tax planning and tax minimization strategies, we are looking to partner with financial advisors and planning professionals to better serve our existing and future clients.

We focus on tax planning for individuals and small businesses. Our value is in providing proactive tax management through out the year; identifying opportunities for traditional tax savings measures, and more advanced tax minimization strategies as appropriate. We recognize the value in partnering with subject matter experts in investment management, financial planning, retirement planning, and estate planning in order to provide the best all-around service to clients.

Our goal is to develop a strong network of deliberate partnerships in the financial services industry to meet client's needs as they arise.

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