Your current financial strategy could be destroying your retirement income… and taxes are likely the culprit. Discover tax reduction strategies and protect your money from Uncle Sam! Attend one of our free workshops! We’ll discuss: Tax Planning, Retirement Income, Mitigating Risk and Estate Planning …
Join Us for Our Financial Strategy Workshop
Your current financial strategy could be destroying your retirement income… and taxes are likely the culprit. Discover tax-smart retirement planning and protect your money from Uncle Sam! Attend one of our free workshops! We’ll discuss: Tax Planning, Retirement Income, Mitigating Risk and Estate Planning …
Workshop – Planning for 2018 Including: A Tax Law Update
We get a lot of questions throughout the year! We like to help educate our clients by hosting periodic workshops and seminars on topics that we know our clients are interested in. These pictures are from our July 19th workshop, titled “Planning for 2018 Including: A Tax Law Update” Seminar * click to enlarge photos
Client Appreciation Evening 2018
This May, we hosted a very special Client Appreciation event at the Stanford Grill in Columbia, MD. Music, dancing, and fabulous food was enjoyed by all! 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 …
Holiday Party and Cooking Demo 2017
During the holiday season, we like to take a break from all of the hustle and bustle and get together with our clients to celebrate the holidays and to do something fun. In 2017, we hosted a cooking demonstration in the Garden House at the Elkridge Furnace Inn. Holiday Mix and Mingle * click to enlarge photos
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 …