SPECIAL ADVERTISING SECTION
The advisors at Chesapeake Financial Planning offer a broad range of services to meet your wealth management needs. Our team offers comprehensive financial planning designed to identify gaps and risks in your current strategy that could prevent you from reaching your objectives.
The services we offer include but are not limited to:
- Family Wealth Management and Strategies
- Personalized Recommendations
- Asset Allocation & Protection
- Wealth Management & Retirement Planning
- Income Planning
- Divorce Planning
- Estate Planning
- IRA’s & 401(k) Rollovers
- Tax Planning
- Stocks, Bonds, Annuities
- Insurance, Disability, Life, Long Term Care
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Chesapeake Financial Planning & Tax Services | 71 Old Mill Bottom Rd. N, Ste. 201 | Annapolis, MD 21409 | Phone: 410.974.0410 | Fax: 410.974.0614 | www.chesapeake-financial.com
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Chesapeake Financial Planning, a Registered Investment Advisor. Chesapeake Financial Planning & Cambridge are not affiliated.
