Sophos Financial- your Independent Financial Advisor and Planner in Maryland

 

 

financial advisor maryland

    As  an  independent LPL financial advisor and planner in Maryland ,  I’m confident   I’ll be able not only provide you an independent  financial advice, financial planning and wealth management. Sophos Financial   will  help  with  retirement planning, fee based (fee only) asset management , investment planning and .
 Our extensive knowledge, fee only financial advice and financial planning, estate planning, wealth management , wealth protection, retirement planning  and self-directed IRAs (SEP) strategies are vital for todays success.
  You worked very hard. It’s finally time to stop worrying and find a clear path towards your financial independence and stability.
Contact our Columbia, Maryland office  for
 NO-OBLIGATION FREE Consultation.

     Asset Management and Financial Planning Provided Through LPL Financial (Member FINRA/SIPC)
Newsletters

Surviving the Estate Tax with Survivorship Life

People who never imagined they would have enough assets to trigger estate taxes could be in for a surprise. One way to help plan for this possibility is by purchasing a survivorship life insurance policy.

The Coming Retirement Boom

In 2008, a new era will dawn that economists and policymakers have been anticipating for years with a mixture of curiosity and trepidation: baby boomers will begin turning 62, ushering in an unprecedented long-term shift in the balance between working and retired Americans.

Shelter from the Storm

Finding yourself on the wrong side of a multimillion-dollar decision would be a bad time to discover you didn’t have enough liability coverage under your homeowners and auto insurance.

The Cost of Care

When preparing for life in retirement, you should consider the possibility that you may need long-term care at some point.

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