Our Services-Financial Planning, Retirement Planning, Financial Advice

  Sophos Financial LLC provides access to financial planning and financial advice to individuals, business owners and real estate investors: from asset management, retirement planning to REITs, self directed IRAs for real estate, estate planning and wealth protection to  residents of Maryland, DC and Virginia including:

  • Real estate investments
  • Alternative Investments
  • Fee only asset management *
  • IRA and 401k plans
  • Financial Planning * 
  • 529 college savings plans
  • Insurance
  • Asset management *
  • Retirement planning
  • Index Annuities
  • Fixed Annuities
  • Variable Annuities
  • Employee benefits
  • Wealth protection 
  • Self-directed IRAs (SEP) for real estate
  • Assistance with  IRA and 401k rollovers and withdrawals. 

 * offered through LPL Financial

      Our special area of expertise is financial planning and independent financial advice to real estate investors. Real Estate is an important part of asset management, helping to deversify your investments, minimize risk for  retirement planning, build  and transfer  wealth.
   Our extensive knowledge, financial advice and financial planning, estate planning, tax strategies, income protection, retirement planning, self-directed IRAs (SEP) strategies and wealth protection are vital to successful  investors.
     
 
   If you are a real estate investor or individual, looking for retirement planning, asset management, wealth protection or financial advice   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   

12051 Little Patuxent parkway

Columbia       Maryland 21044

 Our firm              Our Location          Contact Us For Free Consultation