Find out the kinds of people and groups our team is specialized in supporting. People with different backgrounds need strategies that keeps their history. We have unique strategies tailored for these kinds of individuals:
Pre-retirees & Retirees
You've worked hard in your career, and are ready for relaxation and celebration. However, the transition from a career and steady paycheck to living on the wealth you've accumulated can be filled with uncertainty.
Together, we'll develop a plan that helps you accumulate wealth while you're still working, and aid your transition to a fixed retirement income.
Small Business Owners
Between managing employees, building client relationships, and maintaining the quality of your products or services, growing a business is a demanding task.
It's easy to be swept up in the day-to-day management of your business and lose sight of financial planning considerations that may lead to growth. We can help create a financial foundation that aims to care for your key employees and executives and reduce the impact of an unexpected loss.
When it's time to pass the torch and leave your business, we'll be here to plan your business succession and exit strategy to help ease the transition into life after work.
Working Professionals
While you're in your peak earning years, it's important to develop positive financial habits that seek to lay a strong foundation for your savings.
Whether you're new to investing, established in your career, or planning to retire, we'll work with you to develop a financial plan that aims to help you manage your money effectively.
Family Members
As a parent, you're not only pursuing your own aspirations, but guiding your children towards their own success as well. That's why starting a savings plan early is considered vital in pursuing the college education your child deserves; especially as tuition rates continue to rise.
From establishing a 529 plan, to researching financial aid options and grants, we can help you examine college investment options to build a personalized portfolio that considers your financial goals, risk tolerance, and timeline.
Government Employees
We provide tailored financial planning for federal and Maryland state employees, helping them navigate programs like FERS, CSRS, and the Thrift Savings Plan. Our goal is to help employees understand and maximize benefits while incorporating pensions, savings, and family protection into a long-term strategy.
Through our Feducate program, we focus on educating clients so they can confidently make decisions about retirement systems, health and life insurance options, and state pension details. The program simplifies complex systems with workshops and actionable guidance.
Learn More about our Feducate program
Our credentialed advisors offer personalized and ongoing guidance for career transitions and retirement planning, including estate and beneficiary planning when relevant.
Teachers
As a teacher, you dedicate your life to educating others — but navigating your own financial future can be challenging. We specialize in helping educators understand their pension options, supplemental retirement plans, and long-term savings strategies. Whether you're just starting your career or planning for retirement, our goal is to provide clear, personalized guidance so you can feel confident about your financial future and stay focused on what matters most — your students.
First Responders
As a first responder, you spend every day safeguarding others — let us help safeguard your financial future. We provide customized guidance for police, firefighters, and EMTs, helping you make the most of your pension benefits, deferred compensation plans, and long-term retirement goals. With a clear and personalized financial plan, you can stay focused on serving your community with confidence and peace of mind.
