Sophos Financial- your Independent Financial Advisor and Planner in Maryland

 

Financial Planning, Advisor, Retirement Planning, IRA, Wealth Management in Columbia MD, VA,DC

As  an  independent LPL financial Advisor and LPL Financial Planner in Columbia, Maryland , we will be able not only provide you an independent  financial advice, holistic financial planning and wealth management. Sophos Financial  LLC will  help  with  retirement planning, fee based (fee only) asset management , investment planning.

 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

HOT TOPIC: Sum of All Fears: Are Risk Aversion and Greed All in the Mind?

Do you change your investment strategy as the markets go up and down, or do you stay the course? As difficult as it may be, staying the course is usually the more advisable approach — but research shows that you may need to defy your brain to do it.

Love and Marriage and Retirement

More than 80% of married couples 45 to 72 say they don't agree on when they should retire, what their retirement lifestyle should look like, or whether they will work in retirement.

Getting Something for Giving

Charitable trusts may help your charity of choice while also providing you with potential tax benefits.

A Look at the Second-Half Outlook

Here we are halfway through the year and there's still no clear verdict on whether investors were justified in their optimism. But there are a number of developments on the horizon that could be important to investors.

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