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THE FINANCIAL CENTER

15 East Main Street, Suite 221
Westminster, MD 21157

Phone:

410-876-1040

Fax:

877-406-5099

Calculator

You can review interesting calculators on our site.

Videos

We have interesting videos for you to watch on our site.

Contact Us

Please feel free to contact us with any questions.

Your Cornerstone for the Future

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Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

Explains how future tax rules may impact deductibility of charitable donations.

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Describes how Roth accounts can generate tax-free retirement income.

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The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Reviews annual enrollment dates and options for Medicare participants.

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Estimate the potential cost of waiting to purchase a long-term care insurance policy.

How Long Will It Take to Pay my Balance?

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

This calculator is designed to help you attach a dollar figure to your life’s work.

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