Our Services

Chesapeake Financial Planning offers a wide variety of services to meet the financial objectives of individuals. The firm works closely with clients to determine their needs and then recommends suitable strategies and actions.

Retirement Income Planning:

  • Retiring with a comfortable standard of living
  • IRA Rollovers
  • Portfolio analysis and redesign
  • Budgeting for savings & investments
Investment Analysis and Management:
  • Matching investment vehicles to financial goals
  • Evaluating specific investments
  • Consideration of tax consequences
  • Analysis of risk / return trade off
 Risk management:
  • Maintaining family income in the event of disability or death
  • Identification of current and future risk exposure
  • Evaluating cost-effectiveness of current coverage
  • Long-Term Nursing care protection
 Other Services:
  • Investment and insurance implementation
  • Fully-managed (discretionary) fee-based accounts
  • Tax preparation and tax planning
  • Special needs planning for families of children with disabilities