At Wadsworth Financial Consulting, helping you truly enjoy your retirement is our first priority. It's our responsibility to evaluate and assess your financial situation and only make recommendations that are in your best interest, and we do so with integrity and transparency. Our experienced professionals are not just knowledgeable about finances, we also understand the importance of priorities, family and confidence in your financial future.
We can help you decide which types of products may work best within your overall financial strategy. If helping loved ones maintain a standard of living and avoid financial hardships after your passing is a priority for you, life insurance products can help. Rising taxes may be a concern for anyone - especially for individuals approaching retirement.
We can help you decide which types of products may work best within your overall financial strategy. If helping loved ones maintain a standard of living and avoid financial hardships after your passing is a priority for you, life insurance products can help. Rising taxes may be a concern for anyone - especially for individuals approaching retirement.
Services
Focusing on assisting residents and their families throughout the greater Baltimore and Washington, D.C., area, we help clients design creative retirement strategies designed to lower their stress and increase their confidence so they can truly enjoy their lives. We call this process "Smooth Sailing Retirement."
A recent study found that 72 percent of Americans indicated they would be willing to give up smaller pay increases in exchange for steady and reliable income in retirement. We use a variety of investment products along with insurance products, such as annuities, to help reduce your overall risk and increase your enjoyment in retirement.
At Wadsworth Financial Consulting, we hold informational seminars for our clients and the greater community that feature information on specific topics, such as retirement income strategies and wealth management. Often, our seminars include guest speakers and special activities, as well as take-home materials.
If you can envision the life you want to lead, we can help you develop a strategy to keep you on the path to your goal. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Reviews (4)
JoAnne Gray
Dec 02, 2021
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WFC is a great group of people, led by the amazing Jeff. As a recent retiree with not a lot of financial acumen I was concerned about my future. They took me in hand and helped me to understand my goals and the road to get there. I'd seen other financial folks, but, bottom line, I felt WFC to be the most trustworthy, truly caring about their clients. Highly recommend!
George Randolph
Dec 01, 2021
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Christel Lopez-Berryman
Nov 21, 2021
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Positive: Quality
If you want to secure your future into retirement, you need to speak with a Wadsworth Financial Consulting professional. You will not be disappointed! Jeff Wadsworth will show you exactly how you can take what you have to secure you lifestyle and desires for the future! You won't be disappointed!
If you want to secure your future into retirement, you need to speak with a Wadsworth Financial Consulting professional. You will not be disappointed! Jeff Wadsworth will show you exactly how you can take what you have to secure you lifestyle and desires for the future! You won't be disappointed!
Angela Gramer
Oct 24, 2021
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My first meeting with Wadsworth Financial Consulting was informative and they relayed the information and guidance I needed in terms I could understand. I walked away that day feeling confident that I had the right consulting firm to guild me for my retirement future. They have never steered me wrong and I trust them to always lead me in the right directions for investments.
