As an independent LPL Financial Advisor and LPL Financial Planner in Columbia, Maryland (MD), our office will be able to provide You with more than just an independent financial advice, holistic financial planning and wealth management.
Through careful financial planning services and guidance, we can help You pursue the dreams nearest to Your heart, such as sending Your children to college, purchasing a home, planning for retirement, or pursuing a second career.Our company will help you with retirement planning, fee-based (fee only) asset management, estate planning strategies, tax strategies, and investment planning.
Through careful financial planning services and guidance, we can help You pursue the dreams nearest to Your heart, such as sending Your children to college, purchasing a home, planning for retirement, or pursuing a second career.Our company will help you with retirement planning, fee-based (fee only) asset management, estate planning strategies, tax strategies, and investment planning.
Services
Sophos Financial LLC and our financial advisors provide access to financial planning and financial advice to Physicians, Dentists, Business Owners, and Individual Investors: from Comprehensive Financial Planning and Asset management, retirement planning to REITs, self-directed IRAs, estate planning strategies and wealth preservation.
LPL was founded with a pioneering vision: to help entrepreneurial financial advisors establish successful businesses through which they could offer independent financial guidance and advice.
Today we provide an integrated platform of proprietary technology, brokerage, and investment advisory services to over 14,000 financial advisors as the nation's largest independent broker/dealer, * making us a leading distributor of financial products in the United States.In addition, we support over 4,000 financial advisors with clearing services, advisory platform, and technology solutions.
Today we provide an integrated platform of proprietary technology, brokerage, and investment advisory services to over 14,000 financial advisors as the nation's largest independent broker/dealer, * making us a leading distributor of financial products in the United States.In addition, we support over 4,000 financial advisors with clearing services, advisory platform, and technology solutions.
Michael Balakirsky, MBA is the Principal of Sophos Financial with offices in Columbia MD area and Rockville MD area. We are happy to assist clients in the Greater Washington DC with Financial Planning and Asset Management. We are proud to be a part of FAN -Financial Advocacy Network. FAN-team of advisors with offices from Maryland to South Carolina to Florida.
Money isn't just about numbers - it's a deeply emotional thing. No matter who you are or what your bank account looks like, chances are you're affected by emotions when dealing with Money. Have you experienced Shame, Stress, Anger, or Anxiety when thinking about money? There are clear mental health links related to finances.
You are the focus in the financial planning process. As such, your involvement in the process is critical to your success. Successful financial planning is a collaborative effort between you and your trusted advisor. The following are some of the important issues to consider when approaching financial planning.
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