Concierge Financial Group

In this 30 minute discovery call, we will get to know one another better and discuss how we can partner in a way that creates a win-win-win experience for you, me and our clients!

In this 30 minute discovery call, we will discuss the vision for your event, your speaker opportunity and how we can partner in a way that creates a win-win-win experience for the host, speaker and attendees!

This 15 minute discovery call will help us both narrow down and prioritize your next best steps to living life with options and worry free!

The My Biz “Power Hour” is for business owners who want to prioritize the 3 BEST STRATEGIES for using "Other People's Money" to bulletproof their business from future losses in just 60 minutes! During your “Power Hour”, you’ll be empowered with the tools & custom strategies GUARANTEED to help you keep more of, increase and protect your business assets. Complete the Intake Form indicating ALL financial areas of concern for future prioritizing!

The My Money “Power Hour” is for those who want to prioritize their BIGGEST money challenge in just 60 minutes! During your “Power Hour”, you’ll be empowered with the tips, tools and customized strategies GUARANTEED to knock out your biggest money challenge, fast! This session is valued at $257. Complete the Intake Form and indicate ALL AREAS that concern you and we will help you with those, when you are ready!

It is recommended that you review your insurance needs annually. Which insurance policies? Business liability insurance, key person, business overhead expense and even your buy-sell agreement. Changes in your business income, assets and liabilities could impact your business protection needs. What would happen if you, your business partner or key employee became sick or passed? An Insurance Review will give you the peace of mind that you have fully protected the business you have worked so hard to build.

It is recommended that you review your insurance needs annually. Which insurance policies? Auto, home, umbrella and even personal articles policies. Changes in your personal and financial life could significantly impact your protection needs. An Insurance Review with our licensed broker will give you the peace of mind that your assets and income are protected. Don't get blindsided by being uninsured or under-insured. Oftentimes, clients are able to save money in premiums or beef up their coverage for less!

It is recommended that you review your insurance needs annually. Which insurance policies? Life insurance, chronic illness, critical illness, terminal illness, disability, and even long term care policies. Changes in your personal and financial life could significantly impact your protection needs. An Insurance Review with our licensed broker will give you the peace of mind that your assets and income are protected. Adjustments can be made such as conversions, replacements and even added coverage.

As a Maryland Health Connection (MCH) and Healthcare.gov Authorized Broker, we're qualified to assist you with your health and dental coverage questions and enrollment. If you are within 60 days of a life event, you may be allowed to apply for healthcare under a Special Enrollment Period.

If you’re eligible for Medicaid, the enrollment is year-round as well as for the Small Business Health Options Program (SHOP).

The Coronavirus emergency extends special enrollment until June 15, 2020.

It is recommended that you review your insurance needs annually. Changes in your personal and financial life could significantly impact your protection needs. Do you have children, who need orthodontic treatment? Do you have a group plan that doesn't offer these? Or do you have Medicare Part A and B, but no vision or dental plans? An Insurance Review with our licensed broker will give you the peace of mind that you can obtain affordable, comprehensive coverage with minimal out of pocket cost.

Do you want to retire with FIRE: Financial Independence Retire Early? Let us help you determine your "wealth number". It's an amount of money that you need to save in order to be financially independent. How quickly can you save enough money to live your best life? Let's figure it out together.