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How Do I Avoid Surprise Tax Bills When My RSUs Vest?

Am I saving enough to retire by age 60?

Is financial planning worth it if I already have investments?

Ready to stop second-guessing and start feeling in control?

Book a short “Fit Call” to see if we’re the right partner for your financial life. No pressure, no jargon, just a conversation focused on your goals and whether our approach makes sense for your needs.

See If You're A Fit

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P: (410) 652-7868

O: (443) 888-2480

FOREST HILL
2402 Scotlon Ct
Forest Hill, MD 21050

PERRY HALL
9405 Hayloft Drive
Perry Hall, MD 21128

hello@chesapeakefp.com

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All investing involves risk including loss of principal. No strategy assures success or protects against loss. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

Advisors associated with Chesapeake Financial Planners may be either (1) LPL Financial Registered Representatives offering securities through LPL Financial, Member FINRA and SIPC, and investment advisor representatives offering investment advice through Great Valley Advisor Group; or (2) solely investment advisor representatives offering investment advice through Great Valley Advisor Group and not affiliated with LPL Financial. Great Valley Advisor Group, and Chesapeake Financial Planners are separate entities from LPL Financial.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be accepted from any resident of any other state. To view current copies of our form ADV Part 2A, Form CRS, and Privacy Policies please click here.

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