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) Rollover Options
- 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
Securities offered through J.W. Cole Financial (JWC) member FINRA/SIPC. Advisory Services offered through J.W. Cole Advisors, Inc. (JWCA). Financial planning, insurance, and tax services offered through Bay Financial Planning and Tax Services, LLC DBA Chesapeake Financial Planning, a Registered Investment Adviser. Bay Financial Planning and Tax Services, LLC and JWC/JWCA are unaffiliated entities.
