Are you looking for Financial Planners Maryland Residents rely on to help them achieve their financial goals?
A truly successful wealth management strategy starts with the personal relationship with your advisor.
Are you unhappy with the level of attention or the lack of sensitivity to your personal needs that you are getting from your current financial planner (or maybe you are just starting out)?
Do you feel like just an account number being funneled through a cookie cutter financial plan?
Or maybe you are capable of handling your own finances but you just don’t have the time, or never seem to get around to it.
Is your current investment portfolio non-existent or just a collection of random accounts with no cohesive plan?
Too many Americans put it off until it’s too late, and wind up scattering to make up for lost time when retirement is just around the corner, thinking…
- Will I have enough money to retire?
- Can I stay in my house?
- Will I run out of money before I die?
- What will happen to my children?
Financial Planners In Maryland
At Calvert Investment Counsel located in Hunt Valley Maryland, we act as your financial conscience helping you to uncover your life goals and ambitions. As your financial “quarterback” strategically leading you down the correct path, based on what is important to you now and in the future.
We provide you with a personalized concierge level of service that is time intensive and interactive. You will not be pushed off to an intern or “rookie” advisor for any of your planning sessions, questions, or concerns.
The high level of service that we provide, will cost you no more than it would for a large corporate firm to purchase a mutual fund for you – so our value proposition that we offer you is huge.
We are not mass producers that funnel you through cookie cutter plans, tailored for these “rookies” in large corporate firms to execute…whose amount of time spent with you is solely based on the amount of assets in your portfolio:
- More Assets = More Time Spent
- Less Assets = Less Time Spent with you
Wall Street Knowledge With Home Town Service
On the other hand our advisors bring lots of personable, high-level experience to the time we spend working with you, which is never based on the size of your portfolio.
We help you drill down to what is really important to you, and uncover your life goals and ambitions, so that we can help you execute a plan that integrates seamlessly with them.
In many larger corporate planning firms your “statistics” (name, age, assets, etc…) are run through a standardized questionnaire (which has the same questions for everyone) which is then promptly sent off to a planning group (that you have never personally met with).
Then they come back to you with a large, heavy, printout of fancy looking graphs, charts and complicated jargon. This supposedly “personal” plan is then presented to you by a “messenger” and not the actual person who prepared it for you.
At Calvert Investment Counsel we believe that the person preparing your plan for you should be the person you actually met with, who has actually gotten to know you and your specific goals.
We do not operate like a large “factory” which runs your numbers through the mill to have it spit out a generic plan…one that does not incorporate your needs and wants that you have expressed.
At Calvert you will work directly with your personal advisor throughout our entire proprietary educational process, which you will be a hands on partner in.
An Integrated Financial Plan
Calvert advisors also understand the need to integrate such things as tax planning, insurance needs, education funding, retirement hopes, and estate concerns into your plan as well.
Most people have multiple professionals helping them with these individual needs, but nothing is integrated together? How effective can your plan be if everyone is on a separate page?
Therefore we are happy to take the extra time to sit down and meet with your other professionals such as your accountant or estate planning attorney. This way everyone is on the same page and we help integrate all of your specific needs together (this is like rocket fuel for your financial engine).
We can also connect you with a qualified professional if you do not currently have one.
Do you want to be able to sleep sound at night with the peace of mind knowing that you have complete control over your finances, integrated into a plan that is developed specifically to meet your personal financial goals?
What’s Your Next Step…
Because of the level of service that we provide you with, we can only work with a select group of clients. We feel that the better we know you, the better solutions we can provide to meet your financial needs.
To speak to a qualified financial planner in Maryland to learn more about our services and to find out if Calvert Investment Counsel may be the right fit for you call 410-435-3270 or click here to fill out our online form.