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Discover Intelligent Investing For A Smarter Tomorrow

Shrewd financial advice and savvy wealth strategies are just the beginning.

Your Goals, Our Strategies

Discover an array of services for all your financial needs.

  • Investments

    Smart investing shouldn’t perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.

  • Retirement

    Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what’s to come.

  • Estate

    Effective estate management enables you to manage your affairs during your lifetime and beyond. With over 100 years of collective experience, we'll help secure your legacy for generations to come.

  • Insurance

    Our dedicated professionals can help create the insurance strategy you need. Protect your family from the financial consequences of life's unexpected events with our help.

Meet Our Team

Put century of combined experience to work for you.

Helpful Content

Curated articles, videos, and more for a more financially savvy you.

About Us

We understand that individuals face unique financial challenges at every stage of life. Together, we can help take the mystery out of finding your ideal tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.

Our professionals have over a century of combined experience in financial services. With our knowledge and your goals, a sound financial strategy is more attainable than you might think. No matter where you may be on your journey, we look forward to helping you cross that finish line.

Connect With Us
Cindy Gordon

Cindy Gordon

Director of Operations

301-668-7366

301-662-7781

Linda Doyle

Linda Doyle

Administrative Assistant

301-668-7366

301-662-7781

Scott A. McCaskill

Scott A. McCaskill, CFP® RFC®

CERTIFIED FINANCIAL PLANNER™ (CFP®) | Registered Financial Consultant™ (RFC®)

301-668-7366

301-662-7781

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
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Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.
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Does Your Credit Score Affect Your Insurance Rates?

Your credit score may influence how much you pay for auto and home insurance.
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Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
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Financial Planning

We offer full service financial planning that takes a holistic view of your entire situation.  From education planning and tax strategies, all the way to retirement planning and estate management...we are with you through every step of the financial planning process.

Learn more

Investment Management

Our investment management programs offer a variety of services specific to your situation.  We tailor these programs based on your investment goals, risk tolerance, tax situation and time horizons, in order to build a smart, cost-efficient program to help you achieve your financial goals.

Learn more

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