INVESTED
345 North Charles Street, Baltimore, MD 21201
Since 2015
Budgeting, Investment Goals, Debt Management, Education, 401K and Estate Planning, Retirement Plans for Businesses & Organizations
Expertise in sound money management for high-net-worth clients ● Provides educational financial seminars on a topic specific to your employees' interests ● First hour is free for each employee ● Their annual fee is just 0.95% with no hidden fees or trading costs
TBR® Inspection Report
ORACLE FINANCIAL GROUP, LLC
1705 Reisterstown Road, Top Floor, Pikesville, Baltimore, MD 21208
Since 2000
Tax, Insurance and Estate Planning, Life Insurance and Annuity Plan, Retirement Planning/Distribution, Wealth Management, Home and Asset Protection Plans, Personal/Social Security Incomes, Asset Growth & Protection
Focus on risk management ● Get complimentary retirement/financial review ● Free rollover/ advice on IRA, 401(k) and 403(b) ● They take pride in understanding your individual needs and goals, and form lasting relationships with their clients ●
TBR® Inspection Report
CAPLAN FINANCIAL GROUP , LLC
841 E Fort Avenue, Suite 315, Baltimore, MD 21230
Since 1992
Cash Flow Needs, Income Tax and Estate Strategies, Philanthropic and Multi-Generational Planning, Employer Retirement Plans, Asset Allocation, Life, Disability Income and Long-Term Care Insurance, Debt and Asset Management, Rebalancing Portfolios, International Consulting, Education Funding & Insurance Analysis
The various prepaid programs, savings programs, Section 529 plans, and less well-known, but effective, tax-advantaged programs available to their clients ● Offers planning and care for elderly family members and special needs children ● Their investment management approach is a long-term, disciplined, goals-based approach with careful consideration given to a client's risk tolerance