One of our major goals is to help our clients identify opportunities that coordinate tax reduction with their investment portfolios. In order to achieve this goal, we stay current on ever-changing tax reduction strategies. This special report covers the details of many year-end tax strategies for 2015. Remember—every situation is different and not all strategies will be appropriate for you. …
How to Protect Yourself
What is Identity Theft? Identity theft occurs when a criminal takes your personal information (such as your social security number, address, birth date, bank account number, credit card number, etc.) and uses it to steal money or obtain services under your name. With every advance in technology, it seems there are those who will quickly find a way to put …
Client Appreciation Day
This June, we hosted a very special Client Appreciation event at the Stanford Grill in Columbia, MD. Thank you to everyone who came out to join us. All of us at Financial 1 wish to express our sincere thanks and appreciation for your business and trust. We hope to continue to serve you through the years! Please join us for our next …