Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.
Our firm is built on a strong foundation and we have dedicated our careers to helping clients build a future for themselves.
We specialize in helping professional women, families, and retirees pursue their financial goals.
We believe in the power of financial empowerment. When our clients succeed, so do we.
Our firm, Financial Solutions & Investments, is just that: a place for individuals to come to find a solution to the many financial concerns they may have. We don’t just simply fit our clients to a portfolio. Instead, we work with them to develop strategies that are directly aligned with their needs and aspirations. Contact us today to get started.
While we have the knowledge to serve a wide client base, we specialize in serving professional, high net worth individuals with their financial concerns. Our founder, Mary, is the only female independent advisor in Howard County to own her office building and serve as the president and founder of her firm. She has dedicated her career to helping other successful women plan for their financial futures. Contact us today to learn more.
We invest ourselves in helping our clients meet their long-term goals and provide them with the time and attention it takes to create personalized investment plans.
We understand that each client’s needs and goals are unique. As a result, we are dedicated to creating customized wealth management strategies that fit the client’s circumstances and can grow with them through the many milestones of life.
We work with the belief that any advisor can provide investments; it’s the trusted relationship that can be harder for clients to find. With decades of experience and a commitment to providing impeccable service, we seek to build lifelong relationships with our clients.
We listen to our clients’ goals and dreams and craft an investment strategy aligned with those objectives. By addressing clients’ short-term and long-term goals, we seek to develop a comprehensive strategy that grows with clients through the many stages of life.Contact us today if you or someone you know could benefit from working with a financial professional.
We can help answer the common financial questions women and men may have, such as:
• What’s the risk in my financial portfolio?• Am I paying too much in taxes? • What should I do with my 401k, TSP, 403b now that I’m not working? • How can I better understand my financial statements?• When can I retire?