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Steven Plewes
Advisors Financial Group
http://www.AdvisorsFinancialGroup.com
Location:
Gaithersburg, MD, 20879
Experience:
30+ years of experience
Minimum portfolio requirement
(including stock grants):
At least $1,000,000
Other Certifications:
ChFC-Chartered Financial Consultant
Fee structure(s):
Hourly
Percentage of assets
Fixed Fee
Services offered:
Portfolio Management
Retirement Planning
Estate Planning
Financial Planning
Education Funding
Practice and Approach
We are a comprehensive financial planning practice with over 30 years experience. Our mission is to help our clients clarify and achieve their financial and life goals. We do this through a well defined financial planning process that focuses on goal achievement. We work with corporate executives to help them maximize their stock benefits in the most tax effiecient way. Many of our clients come to us in transition due to retirement, benefit choices, job loss, divorce, or death of a loved one.
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