Please download the 3 documents below and review them before we meet. It is NOT required that you fill these out for our meeting, they are designed to get your mind thinking towards some of the topics we will discuss. If you print the middle document - the checklist - and bring as much of what's on that list as you can, then our meeting will go smoothly. If you have any questions before we meet, please give us a call at 410-663-0700. Starting your financial planning process should be an empowering and refreshing experience, not one that causes stress and anxiety. We will do everything that we can to make sure it is a comfortable and enjoyable process. We look forward to meeting you.
Copyright © 2017 Maryland Financial Advocates. All Rights Reserved. The financial consultants of Maryland Financial Advocates are Registered Representatives and Investment Adviser Representatives with securities and investment advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: MD, VA, PA, FLA, NJ, DE, WA, TX, GA.