Chesapeake Financial Planning & Tax Services

The advisors at Chesapeake Financial Planning offer a broad range of services to meet your wealth management needs. Our team offers comprehensive financial planning designed to identify gaps and risks in your current strategy that could prevent you from reaching your objectives.

The services we offer include but are not limited to:

• Family Wealth Management and Strategies

• Personalized Recommendations

• Asset Allocation & Protection

• Wealth Management & Retirement Planning

• Income Planning

• Divorce Planning

• Estate Planning

• IRA’s & 401(k) Rollovers

• Tax Planning

• Stocks, Bonds, Annuities

• Insurance, Disability, Life, Long Term Care

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.