Investment Strategies & Financial Planning

From A Name You Trust

Lost in a maze of financial choices? For many years we’ve been helping clients answer their toughest financial questions. A properly structured financial plan helps you face the financial challenges that may be present at any stage of life. Through our planning process, we can help you assess your financial needs and develop strategies to set you on the path to the future you want.

Making Dreams Possible

As independent financial advisors, we focus on goal-oriented planning for various stages of life. Our extensive tax and business background enables us to view your financial goals in a broader scope to advise you on the appropriate investment opportunities to help increase your potential returns.

  • Investment Management
  • Retirement Planning
  • Risk Management
  • Tax Planning

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We can help you navigate tough questions like:

  • Have I saved enough for my children’s education?
  • Am I saving enough for the retirement I want?
  • Is my investment portfolio too risky or too conservative?
  • Could I cover expenses if my spouse or I died or became disabled?
  • Is my estate plan current?

Featured Blog Articles

Maryland Sick and Safe Leave Guidance

The Maryland Healthy Working Families Act was passed last month by the Maryland House of Delegates and Senate. The Act is scheduled to go into effect on February 11, 2018 and requires employers with 15 or more employees to provide up to five (5) days of paid sick leave. Businesses with fewer than 15 employees have to provide five (5) unpaid sick days.

Time for a Financial Check-Up

This is the perfect time to start looking at what is happening with your finances before the rush of the Holiday Season begins. A financial checkup will confirm your areas of financial strength and help to point out areas that need some review with your financial planner. If you are not sure what this entails, we will provide a list of items to start the discussion.

Hurricane

Irma, Harvey and Marie. How to Help!

As the headlines continue to discuss disaster after disaster, many are wondering how they can help with the hurricane recovery efforts. While the tax issues are clearly secondary, here are a few issues to consider when deciding how much to give in order to help with the relief effort.

Why Choose WeberMessick

We offer professional advice and personal support. WeberMessick offers a full range of accounting, tax and financial services options designed to meet the needs of your business. So not only can we help with your tax returns, but with longer term tax planning, business planning, networking, and even personal tax planning, we can help you achieve your goals.

 

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