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Today is Valentine’s Day – February 14th 2018

HAPPY VALENTINE’S DAY – to you and all of your loved ones from all of us at Chesapeake Financial Advisors.

Celebrate and embrace your life; no one will care as much about your journey in life as you  –  so share with us what that looks like so we can enjoy – along with you in achieving that goal.

This is the time to take note of what is going on financially for you and your family.  Here are just a few things to think about:

  1. Where have you been?
  2. What have you been doing?
  3. Does it seem right for your future goals?
  4. What are your most important goals now?
  5. Are they short term or long term goals?  Maybe they are a bucket list to be accomplished over time.

We have clients from many walks of life and those that have traveled before us through this maze of “how do I retire” to “Oh no – I am now retired.” One answer is not right for everyone.

WE HAVE AN EXPERIENCED TEAM THAT OFFERS THE ABILITY TO ANSWER THOSE QUESTIONS – so please don’t hesitate to call and allow us to assist.

Chesapeake Financial Advisors is a fee-only financial planning, investment advisory and tax planning firm with offices in Towson, Bel Air and Columbia, Maryland.

Tomy Taylor, CPA/PFS

Tom has over 25 years of experience in finance and accounting. Before founding Chesapeake Financial Advisors (CFA) in 1998, Tom started his career at the international accounting firm Ernst & Young as an auditor in the Financial Services Industry Group. He then joined Legg Mason as an Investment Banking Analyst. In this role, he acquired extensive transaction experience in common and preferred equity stock offerings, mergers and acquisitions and fairness opinions. This experience laid the foundation to branch out and form CFA.

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