We work with individuals and families who have worked a lifetime and are concerned about the possibility of running out of money during retirement and who fear taxes and costs will negatively impact their legacy to loved ones or charities.
Schedule an appointment
We have offices in the DC-Baltimore area in Maryland, and in the Miami Metro area in Florida.
Helping Preserve Your Wealth
Insurance
- Disability Income Insurance
- Life Insurance
- Long-Term-Care Insurance
Investments
- Bonds
- Common Stock
- Educational IRA
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Brokerage Accounts
- Treasury Bills
- Government Securities
- Treasury Notes
- Variable Annuity
Financial Planning
- Retirement Plans
- Tax Plans
- 401(k) Planning
- 403(b) Planning
- College Plans
- Estate Plans
- Money Purchasing Plans
- Profit Sharing Plans
Let's Discuss!
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Work with our team of financial professionals to help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
Create One Complete Roadmap
At Financial 1 Wealth we understand you may experience the same anxiety, which is why our top priority is to help preserve your wealth. In addition to providing you with investment and tax strategies we will coordinate all areas of your financial life from analyzing your insurance coverage to assisting with estate and trust needs. This collaborative approach insures that each party is working in harmony with the other to create one complete roadmap.
We believe managing all of the moving pieces reduces stress and can help you create a clear vision for your future.
Watch Our Videos | Tips and Strategies:
Offsetting Stock Gains for Taxes
Inheritance and Your Legacy
