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CONNECT

Address:

9711 Washingtonian Boulevard Suite 350
Gaithersburg, MD 20878

Phone:

301-519-8525

Fax/Other:

301-560-6636

COMPREHENSIVE PLANNING

Just in case you don't win the Powerball Lottery Jackpot......  

What are your plans for financial security for your loved ones ?

What is involved in an effective plan? ....... 

Where do you get started ?......

Why seek any outside help ?

 

 

KEY COMPONENTS OF A COMPREHENSIVE  PLAN:

 

* Personal  Budget                * Disability Insurance         * Emergency Account 

* Special Care Insurance      * Life Insurance                   *  Health Insurance

* Tax Deferred Savings         * Living Will                         *  Estate Planning

                                                                                                                                                                                                          

 

The KKK KTHETTTTTTTIL Are you missing any of these critcal components ?

  . 

Many hard working individuals struggle to find the time to develop and maintain effective strategies for their financial security.  Working hard to provide for loved ones without a sound financial plan invites chance and exposes you to unnecessary risk. 

  

There simply is no substitute for a carefully considered and customized financial plan to meet your needs and deal with life's unexpected surprises.  Seeking the assistance of an experienced Financial Advisor for guidance keeps you on track.  

 

Suzanne Katz welcomes an opportunity to meet with you to listen to your concerns and share her ideas and expertise on maintaining your personal plan for the future......

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck