Sophos Financial

CONNECT

Address:

11755 Bragdon Wood
Clarksville, MD 21029

Phone:

410-528-8688,410-290-6263

Fax/Other:

240-209 5568

Our Services-Financial Planning, Retirement Planning, Financial Advice

   Sophos Financial LLC provides 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 and Virginia.

We specialize in financial planning and independent financial advice to 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 servicies:

  • Fee Only Asset management*

  • Real estate investments

  • Alternative Investments

  • 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

      

   We believe our extensive knowledge, financial advice and financial planning, estate planning, tax planning strategies, income protection, retirement planning, self-directed IRAs (SEP) strategies and wealth preservation 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   

www.SophosFinancial.com

 Our firm              Our Location          Contact Us For Free Consultation