For Clients

We're here for you throughout the year

Name: Maryland Financial Advocates
Address: 9621 Harford Rd, Suite 1, Parkville, MD, 21234, US
Telephone: 410-663-0700
Price range: $$

Ongoing clients don't have to wonder what they're getting for the fee. This is the rhythm: what we review, when we review it, and the conversations we'll reach out to schedule. Sometimes we cover several in one meeting; it's not an exact science.

And the calendar is a floor, not a ceiling. You're always welcome to grab time with us about anything, any month.

January – March

Tax summary letter and 1099s sent
Retirement plan contribution review

April – June

Tax return review and analysis
Spring review meetings
Beneficiary reviews

July – September

Insurance review
Estate planning documents review

October – December

End-of-year tax planning opportunities
Fall review meetings
Retirement account distribution planning and analysis (RMDs, charitable distributions, and more)

Not a client yet? This calendar is what ongoing service looks like.

It starts with a complimentary 15-minute call and a $500 written plan. Everything after that is optional and priced in the open.

Schedule Your Complimentary Call See how we work

Prefer the phone? Call 410-663-0700 and ask for Colin.