TaxWise Strategies

A recent survey found that 56% of Americans feel that taxes are too high.¹

We've put together a library of articles with helpful information on tax management strategies. Simply click on a topic.

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.