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Suite 403
Columbia, MD 21045

Financial 1 Wealth Management Group

410-908-9293

 
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Your Future

Our first priority is your helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Helpful Content

When Life Insurance Becomes Taxable

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

Buying Auto Insurance For Teen Drivers

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

Weighing the Benefits of Prepaid Debit Cards

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

 

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

Debt Stress

There’s a link between debt and stress.

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Should I Invest In REITs?

Are Real Estate Investment Trusts right for your portfolio?

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Your Personal Recovery

As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.

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