Sophos Financial

CONNECT

Address:

11755 Bragdon Wood
Clarksville, MD 21029

Phone:

410-528-8688/ 410-290-6263

Fax/Other:

240-209 5568

Our Services for You

 

   Sophos Financial LLC and our financial advisors provide access to financial planning and financial advice to  Physicians,  Dentists, Business Owners, and Individual Investors: from Comprehensive Financial Planning and Asset management, retirement planning to REITs, self-directed IRAs, estate planning and wealth protection. We work with residents of Maryland, DC & Virginia.

We specialize in financial planning and independent financial advice to Business Owners, Dentists, and Physicians.

  As a Proud Sponsor of MSDA, we work with local dentists and physicians. We know your Business and Challenges!

Our company has the knowledge and tools to help with sophisticated and smart financial decisions.

Some of Our services:

Fee-Only Asset management*    Insurance

Real estate investments              REITS

Alternative Investments              IRA and 401k plans

Financial Planning *                    529 college savings plans

Roth IRA                                     SIMPLE IRA     

SEP IRA                                      Solo Individual(K) 

 Asset management *                           Retirement planning

Index Annuities                           Fixed Annuities

Variable Annuities                       Family Protection Planning

Employee benefits                      Wealth protection 

Self-directed IRAs (SEP) for real estate

FERS                                                    CSRS

Assistance with  IRA and 401k rollovers and withdrawals. 

 

 * offered through LPL Financial

      

   We believe our extensive knowledge, financial advice and financial planning, estate planning, tax planning strategies, income protection, retirement planning, FERS, CSRS Planning for Federal employees, self-directed IRAs (SEP) strategies and wealth preservation are vital to successful investors.

     

 

   If you are looking for retirement planning, asset management, wealth protection or financial advice, advice on FERS, CSRS in Maryland, Virginia or DC-contact us for a  FREE no-obligation consultation(click here). 

 

Our Goal is to Create Strategies to Fit Your Dreams…

 

 Sophos Financial LLC

410-528 8688   

www.SophosFinancial.com

 Our firm              Our Location          Contact Us For Free Consultation