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

Contact Info

588 Bellerive Road, Suite 1C
Annapolis, MD 21409
Map and Directions

Phone: 410-974-0410
Fax: 410-974-0614

amber@chesapeake-financial.com

Additional Pages

This communication is strictly intended for individuals residing in the states of AZ, CA, DC, DE, FL, MD, MA, NC, NM, NY,PA, TN, TX, VA & WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.

IMPORTANT CONSUMER INFORMATION

A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

Norma E. Finkner is a Registered Representative offering securities through SagePoint Financial, Inc., member FINRA/SIPC. Certain insurance products, accounting, tax and investment advisory services offered through, Chesapeake Financial Planning & Tax Services, Inc.,a registered investment advisor not affiliated with SagePoint Financial, Inc.