CONNECT

Address:

71 Old Mill Bottom Rd North
Suite 201
Annapolis, MD 21409

Phone:

410-974-0410

Fax/Other:

410-974-0614

Our Services

financial planning

Chesapeake Financial Partners offers a broad range of services to meet your wealth management needs. Our team offers comprehensive financial planning through SagePoint Financial services 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:

 

A customized roadmap to address income needs, lifestyle goals and aspirations

  • Personalized Recommendations
  • Asset Allocation
  • Asset Protection
  • Wealth Management
  • Retirement Planning
  • Income Planning
  • Divorce Planning
  • Estate Planning
  • Education Planning
  • 529 Plans
  • UTMAs/UGMAs
  • Net Worth Analysis
  • Cash Flow Analysis
  • Cash Management
  • IRAs and 401(k) Rollovers
  • Insurance Portfolio Review
  • Tax Planning & Strategies & Preparations
  • Charitable Planning
  • Special Needs Planning
  • Intergenerational Wealth Transfers
  • Family Limited Partnerships
Investments
Experienced advice and guidance to help you seek to maximize strategies and performance to puruse your financial needs
  • Stocks
  • Mutual Funds
  • Bonds
  • CDs
  • Insured Money Markets
  • Exchange Traded Funds (ETF’s)
  • Separately Managed Accounts
  • Preferred Stock
  • Annuities
  • Structured Notes
  • REITs
  • Public Oil and Gas Limited Partnerships
  • Managed Futures
  • 401(k)s
Business Planning
Structure a plan for retirement savings and attract key employees
  • Defined Contribution Plans
  • Defined Benefit Plans
  • 401(k) Plans
  • Deferred Compensation Plans
Insurance
Seeking to ensure your family’s needs will be met well into the future
  • Insurance Portfolio Review
  • Term Life
  • Whole Life
  • Universal Life
  • Variable Life
  • Disability
  • Long Term Care
  • Key Man
  • Buy/Sell

 

Click here to request information about how we may help you.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck